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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 | $26,852 | $71,872-62.6% | $86,691-69.0% | $68,495-60.8% |
| Participation rate | 32.3% | 72.2%-40.0pp | 76.6%-44.3pp | 67.9%-35.6pp |
| Annual return | -14.29% | 3.53%-17.8pp | 35.94%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $596 | $3,779-84.2% | $4,656-87.2% | $4,028-85.2% |
| Admin fee / account holder | $539 | $6,112-91.2% | $7,492-92.8% | $5,403-90.0% |