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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 | $11,894 | $25,014-52.5% | $69,623-82.9% | $80,935-85.3% |
| Participation rate | 27.0% | 64.2%-37.2pp | 66.4%-39.5pp | 67.7%-40.7pp |
| Annual return | 11.88% | 19.08%-7.2pp | 101.23%-89.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $771 | $1,840-58.1% | $2,890-73.3% | $4,299-82.1% |
| Admin fee / account holder | $3,744 | $2,491+50.3% | $4,696-20.3% | $6,924-45.9% |