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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 | $27,696 | $73,019-62.1% | $90,766-69.5% | $68,490-59.6% |
| Participation rate | 3.9% | 70.8%-66.9pp | 75.7%-71.8pp | 67.9%-64.0pp |
| Annual return | -17.86% | -13.81%-4.1pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $191 | $3,626-94.7% | $4,565-95.8% | $4,028-95.2% |
| Admin fee / account holder | $9,358 | $5,897+58.7% | $8,446+10.8% | $5,403+73.2% |