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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 | $23,020 | $43,075-46.6% | $74,577-69.1% | $62,881-63.4% |
| Participation rate | 2.5% | 58.1%-55.6pp | 68.1%-65.6pp | 69.3%-66.8pp |
| Annual return | 7.03% | 17.50%-10.5pp | 20.47%-13.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $92 | $2,389-96.1% | $3,458-97.3% | $3,203-97.1% |
| Admin fee / account holder | $3,129 | $2,840+10.2% | $4,138-24.4% | $4,296-27.2% |