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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 | $26,839 | $71,197-62.3% | $93,669-71.3% | $80,925-66.8% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.7%-26.9pp |
| Annual return | 11.15% | 11.27%-0.1pp | 133.59%-122.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $672 | $4,036-83.3% | $4,416-84.8% | $4,299-84.4% |
| Admin fee / account holder | $8,714 | $6,959+25.2% | $8,291+5.1% | $6,940+25.6% |