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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 | $21,502 | $43,344-50.4% | $59,899-64.1% | $64,173-66.5% |
| Participation rate | 32.5% | 69.2%-36.7pp | 74.7%-42.2pp | 69.6%-37.1pp |
| Annual return | -2.95% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $760 | $2,547-70.1% | $3,402-77.6% | $3,470-78.1% |
| Admin fee / account holder | $9,954 | $3,008+230.9% | $3,592+177.1% | $4,887+103.7% |