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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 | $26,957 | $54,162-50.2% | $68,612-60.7% | $64,173-58.0% |
| Participation rate | 32.3% | 68.1%-35.8pp | 72.2%-40.0pp | 69.6%-37.3pp |
| Annual return | -6.08% | -1.62%-4.5pp | -4.63%-1.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $694 | $2,626-73.6% | $3,311-79.0% | $3,470-80.0% |
| Admin fee / account holder | $1,242 | $4,029-69.2% | $5,131-75.8% | $4,887-74.6% |