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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 | $24,597 | $45,872-46.4% | $77,100-68.1% | $68,490-64.1% |
| Participation rate | 14.1% | 55.9%-41.8pp | 67.9%-53.8pp | 67.9%-53.8pp |
| Annual return | -19.50% | 1.73%-21.2pp | 42.35%-61.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $429 | $2,963-85.5% | $4,430-90.3% | $4,028-89.3% |
| Admin fee / account holder | $497 | $3,041-83.6% | $5,443-90.9% | $5,403-90.8% |