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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 | $24,063 | $71,878-66.5% | $86,698-72.2% | $68,486-64.9% |
| Participation rate | 19.4% | 72.2%-52.9pp | 76.6%-57.2pp | 67.9%-48.5pp |
| Annual return | -9.77% | 3.53%-13.3pp | 35.95%-45.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $421 | $3,779-88.9% | $4,656-91.0% | $4,028-89.5% |
| Admin fee / account holder | $10,771 | $6,113+76.2% | $7,493+43.8% | $5,404+99.3% |