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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 | $24,262 | $73,863-67.2% | $143,797-83.1% | $68,490-64.6% |
| Participation rate | 20.8% | 66.7%-45.9pp | 80.3%-59.5pp | 67.9%-47.1pp |
| Annual return | -14.03% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $760 | $3,385-77.6% | $5,638-86.5% | $4,028-81.1% |
| Admin fee / account holder | $6,251 | $5,756+8.6% | $14,679-57.4% | $5,403+15.7% |