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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 | $18,545 | $50,947-63.6% | $74,551-75.1% | $64,173-71.1% |
| Participation rate | 32.3% | 61.1%-28.8pp | 69.1%-36.9pp | 69.6%-37.3pp |
| Annual return | -7.90% | -1.85%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $564 | $2,302-75.5% | $3,108-81.9% | $3,470-83.7% |
| Admin fee / account holder | $1,705 | $4,221-59.6% | $5,059-66.3% | $4,887-65.1% |