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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 | $25,963 | $50,947-49.0% | $74,551-65.2% | $64,173-59.5% |
| Participation rate | 48.8% | 61.1%-12.3pp | 69.1%-20.4pp | 69.6%-20.8pp |
| Annual return | -6.54% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $513 | $2,302-77.7% | $3,108-83.5% | $3,470-85.2% |
| Admin fee / account holder | $378 | $4,221-91.0% | $5,059-92.5% | $4,887-92.3% |