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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 | $19,915 | $52,836-62.3% | $105,736-81.2% | $64,173-69.0% |
| Participation rate | 29.4% | 66.5%-37.1pp | 76.3%-46.9pp | 69.6%-40.2pp |
| Annual return | -1.78% | 14.30%-16.1pp | 6.27%-8.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $398 | $2,545-84.3% | $4,080-90.2% | $3,470-88.5% |
| Admin fee / account holder | $3,287 | $3,959-17.0% | $6,913-52.4% | $4,887-32.7% |