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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 | $23,786 | $50,947-53.3% | $74,549-68.1% | $64,173-62.9% |
| Participation rate | 11.7% | 61.1%-49.4pp | 69.1%-57.5pp | 69.6%-57.9pp |
| Annual return | -6.31% | -1.85%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $157 | $2,302-93.2% | $3,108-95.0% | $3,470-95.5% |
| Admin fee / account holder | $1,990 | $4,221-52.9% | $5,059-60.7% | $4,887-59.3% |