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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 | $25,789 | $61,660-58.2% | $80,022-67.8% | $64,173-59.8% |
| Participation rate | 67.9% | 71.7%-3.8pp | 75.8%-8.0pp | 69.6%-1.7pp |
| Annual return | -4.04% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $626 | $2,968-78.9% | $3,686-83.0% | $3,470-82.0% |
| Admin fee / account holder | $624 | $5,417-88.5% | $6,521-90.4% | $4,887-87.2% |