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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 | $25,448 | $61,605-58.7% | $112,273-77.3% | $75,173-66.1% |
| Participation rate | 5.9% | 61.7%-55.8pp | 72.4%-66.6pp | 67.2%-61.3pp |
| Annual return | 17.80% | 28.47%-10.7pp | 30.23%-12.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $495 | $3,108-84.1% | $4,800-89.7% | $4,126-88.0% |
| Admin fee / account holder | $6,762 | $4,862+39.1% | $7,752-12.8% | $5,651+19.7% |