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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 | $15,040 | $54,162-72.2% | $68,612-78.1% | $64,173-76.6% |
| Participation rate | 15.2% | 68.1%-52.9pp | 72.2%-57.1pp | 69.6%-54.4pp |
| Annual return | -4.80% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $269 | $2,626-89.8% | $3,311-91.9% | $3,470-92.3% |
| Admin fee / account holder | $3,983 | $4,029-1.1% | $5,131-22.4% | $4,887-18.5% |