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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 | $26,498 | $62,586-57.7% | $76,766-65.5% | $64,181-58.7% |
| Participation rate | 43.8% | 72.8%-29.1pp | 77.0%-33.2pp | 69.6%-25.8pp |
| Annual return | -3.34% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $836 | $3,145-73.4% | $3,851-78.3% | $3,470-75.9% |
| Admin fee / account holder | $10,809 | $4,667+131.6% | $6,675+61.9% | $4,887+121.2% |