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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 | $28,120 | $42,383-33.7% | $76,518-63.3% | $64,173-56.2% |
| Participation rate | 25.7% | 58.1%-32.5pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | -6.35% | -16.54%+10.2pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $629 | $2,566-75.5% | $3,836-83.6% | $3,470-81.9% |
| Admin fee / account holder | $486 | $3,198-84.8% | $4,849-90.0% | $4,887-90.1% |