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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 | $21,760 | $59,813-63.6% | $79,580-72.7% | $68,486-68.2% |
| Participation rate | 30.2% | 61.1%-30.8pp | 69.5%-39.3pp | 67.9%-37.7pp |
| Annual return | -19.39% | -12.30%-7.1pp | 0.15%-19.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $548 | $3,024-81.9% | $3,985-86.2% | $4,028-86.4% |
| Admin fee / account holder | $853 | $4,835-82.4% | $6,835-87.5% | $5,404-84.2% |