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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 | $31,651 | $62,589-49.4% | $76,768-58.8% | $64,173-50.7% |
| Participation rate | 35.8% | 72.8%-37.0pp | 77.0%-41.2pp | 69.6%-33.8pp |
| Annual return | -4.90% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $942 | $3,145-70.1% | $3,852-75.5% | $3,470-72.9% |
| Admin fee / account holder | $8,623 | $4,667+84.8% | $6,675+29.2% | $4,887+76.4% |