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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 | $30,266 | $46,697-35.2% | $117,533-74.2% | $68,486-55.8% |
| Participation rate | 7.5% | 56.8%-49.2pp | 70.6%-63.1pp | 67.9%-60.3pp |
| Annual return | -15.83% | -14.52%-1.3pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $284 | $2,637-89.2% | $4,072-93.0% | $4,028-92.9% |
| Admin fee / account holder | $593 | $4,023-85.3% | $5,647-89.5% | $5,404-89.0% |