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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 | $28,922 | $62,583-53.8% | $76,767-62.3% | $64,173-54.9% |
| Participation rate | 10.2% | 72.8%-62.6pp | 77.0%-66.8pp | 69.6%-59.4pp |
| Annual return | -7.43% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $175 | $3,145-94.4% | $3,852-95.5% | $3,470-95.0% |
| Admin fee / account holder | $509 | $4,667-89.1% | $6,675-92.4% | $4,887-89.6% |