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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 | $26,613 | $73,009-63.5% | $90,760-70.7% | $68,486-61.1% |
| Participation rate | 61.1% | 70.8%-9.7pp | 75.7%-14.6pp | 67.9%-6.8pp |
| Annual return | -13.28% | -13.81%+0.5pp | -12.16%-1.1pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $957 | $3,626-73.6% | $4,565-79.0% | $4,028-76.2% |
| Admin fee / account holder | $829 | $5,896-85.9% | $8,444-90.2% | $5,404-84.7% |