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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 | $25,044 | $59,819-58.1% | $79,583-68.5% | $68,490-63.4% |
| Participation rate | 23.3% | 61.1%-37.8pp | 69.5%-46.2pp | 67.9%-44.6pp |
| Annual return | -18.10% | -12.30%-5.8pp | 0.16%-18.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $533 | $3,025-82.4% | $3,986-86.6% | $4,028-86.8% |
| Admin fee / account holder | $7,569 | $4,835+56.5% | $6,835+10.7% | $5,403+40.1% |