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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 | $27,049 | $42,383-36.2% | $76,518-64.7% | $64,173-57.8% |
| Participation rate | 16.2% | 58.1%-41.9pp | 68.0%-51.8pp | 69.6%-53.4pp |
| Annual return | -7.35% | -16.54%+9.2pp | -0.27%-7.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $658 | $2,566-74.4% | $3,836-82.9% | $3,470-81.0% |
| Admin fee / account holder | $5,065 | $3,198+58.4% | $4,849+4.5% | $4,887+3.6% |