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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 | $32,760 | $62,583-47.7% | $76,767-57.3% | $64,173-49.0% |
| Participation rate | 22.8% | 72.8%-50.0pp | 77.0%-54.2pp | 69.6%-46.8pp |
| Annual return | -6.84% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $388 | $3,145-87.7% | $3,852-89.9% | $3,470-88.8% |
| Admin fee / account holder | $1,620 | $4,667-65.3% | $6,675-75.7% | $4,887-66.9% |