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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 | $22,218 | $56,484-60.7% | $169,452-86.9% | $64,173-65.4% |
| Participation rate | 31.6% | 64.5%-32.9pp | 77.8%-46.1pp | 69.6%-37.9pp |
| Annual return | -6.06% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $851 | $3,448-75.3% | $5,277-83.9% | $3,470-75.5% |
| Admin fee / account holder | $446 | $4,174-89.3% | $9,110-95.1% | $4,887-90.9% |