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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 | $8,416 | $32,117-73.8% | $71,086-88.2% | $64,173-86.9% |
| Participation rate | 21.5% | 42.7%-21.2pp | 54.7%-33.1pp | 69.6%-48.0pp |
| Annual return | -4.62% | -5.57%+1.0pp | 650.59%-655.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $274 | $1,263-78.3% | $1,874-85.4% | $3,470-92.1% |
| Admin fee / account holder | $870 | $2,759-68.5% | $3,082-71.8% | $4,887-82.2% |