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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,483 | $47,944-48.9% | $67,834-63.9% | $62,881-61.1% |
| Participation rate | 23.1% | 61.1%-38.0pp | 68.8%-45.7pp | 69.3%-46.2pp |
| Annual return | 5.27% | 11.77%-6.5pp | 138.47%-133.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $497 | $2,247-77.9% | $3,160-84.3% | $3,203-84.5% |
| Admin fee / account holder | $4,627 | $3,712+24.7% | $4,622+0.1% | $4,296+7.7% |