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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 | $28,065 | $62,583-55.2% | $76,767-63.4% | $64,173-56.3% |
| Participation rate | 57.7% | 72.8%-15.1pp | 77.0%-19.3pp | 69.6%-11.9pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,123 | $3,145-64.3% | $3,852-70.8% | $3,470-67.6% |
| Admin fee / account holder | $18,120 | $4,667+288.3% | $6,675+171.5% | $4,887+270.8% |