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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 | $23,063 | $72,607-68.2% | $90,259-74.4% | $87,485-73.6% |
| Participation rate | 28.0% | 64.8%-36.8pp | 70.7%-42.7pp | 68.9%-40.9pp |
| Annual return | 12.72% | 18.59%-5.9pp | 18.88%-6.2pp | 26.06%-13.3pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $692 | $3,055-77.3% | $3,827-81.9% | $4,274-83.8% |
| Admin fee / account holder | $5,946 | $5,9470% | $7,267-18.2% | $7,775-23.5% |