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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 | $19,024 | $45,825-58.5% | $90,657-79.0% | $56,289-66.2% |
| Participation rate | 24.8% | 66.7%-41.9pp | 74.0%-49.2pp | 69.9%-45.1pp |
| Annual return | -6.59% | 38.64%-45.2pp | 1.89%-8.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $781 | $2,562-69.5% | $3,424-77.2% | $3,350-76.7% |
| Admin fee / account holder | $4,634 | $413+1023.1% | $4,994-7.2% | $521+789.5% |