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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 | $25,660 | $73,004-64.9% | $90,752-71.7% | $68,498-62.5% |
| Participation rate | 60.7% | 70.8%-10.1pp | 75.7%-15.0pp | 67.9%-7.2pp |
| Annual return | -11.23% | -13.81%+2.6pp | -12.16%+0.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $730 | $3,627-79.9% | $4,564-84.0% | $4,027-81.9% |
| Admin fee / account holder | $496 | $5,896-91.6% | $8,446-94.1% | $5,403-90.8% |