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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 | $19,489 | $50,947-61.7% | $74,549-73.9% | $64,173-69.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -3.69% | -1.85%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $798 | $2,302-65.3% | $3,108-74.3% | $3,470-77.0% |
| Admin fee / account holder | $1,069 | $4,221-74.7% | $5,059-78.9% | $4,887-78.1% |