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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 | $31,500 | $41,377-23.9% | $109,313-71.2% | $62,881-49.9% |
| Participation rate | 9.4% | 57.5%-48.2pp | 71.3%-61.9pp | 69.3%-59.9pp |
| Annual return | 6.39% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $149 | $2,045-92.7% | $3,166-95.3% | $3,203-95.4% |
| Admin fee / account holder | $6,013 | $2,884+108.5% | $5,666+6.1% | $4,296+40.0% |