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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 | $25,591 | $43,730-41.5% | $121,208-78.9% | $64,181-60.1% |
| Participation rate | 32.7% | 58.3%-25.6pp | 71.8%-39.0pp | 69.6%-36.8pp |
| Annual return | -6.26% | 68.94%-75.2pp | 16.93%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $214 | $2,281-90.6% | $3,345-93.6% | $3,470-93.8% |
| Admin fee / account holder | $2,323 | $3,502-33.7% | $5,020-53.7% | $4,887-52.5% |