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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 | $26,660 | $42,910-37.9% | $60,919-56.2% | $68,490-61.1% |
| Participation rate | 6.8% | 66.8%-59.9pp | 73.1%-66.3pp | 67.9%-61.1pp |
| Annual return | -17.36% | -13.99%-3.4pp | 16.96%-34.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $753 | $2,866-73.7% | $3,814-80.3% | $4,028-81.3% |
| Admin fee / account holder | $506 | $3,104-83.7% | $3,228-84.3% | $5,403-90.6% |