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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 | $21,096 | $64,719-67.4% | $112,249-81.2% | $68,486-69.2% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -12.77% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $782 | $3,565-78.1% | $4,729-83.5% | $4,028-80.6% |
| Admin fee / account holder | $2,245 | $5,232-57.1% | $6,412-65.0% | $5,404-58.5% |