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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 | $25,490 | $62,583-59.3% | $76,767-66.8% | $64,173-60.3% |
| Participation rate | 35.2% | 72.8%-37.6pp | 77.0%-41.7pp | 69.6%-34.3pp |
| Annual return | -4.45% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $873 | $3,145-72.2% | $3,852-77.3% | $3,470-74.8% |
| Admin fee / account holder | $4,577 | $4,667-1.9% | $6,675-31.4% | $4,887-6.3% |