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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 | $21,535 | $52,836-59.2% | $105,738-79.6% | $64,173-66.4% |
| Participation rate | 38.3% | 66.5%-28.2pp | 76.3%-38.0pp | 69.6%-31.2pp |
| Annual return | -4.31% | 14.30%-18.6pp | 6.27%-10.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $475 | $2,545-81.3% | $4,080-88.4% | $3,470-86.3% |
| Admin fee / account holder | $1,306 | $3,959-67.0% | $6,913-81.1% | $4,887-73.3% |