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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 | $19,723 | $64,719-69.5% | $112,249-82.4% | $68,486-71.2% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -18.34% | -11.40%-6.9pp | 27.48%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $712 | $3,565-80.0% | $4,729-85.0% | $4,028-82.3% |
| Admin fee / account holder | $1,473 | $5,232-71.9% | $6,412-77.0% | $5,404-72.7% |