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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 | $27,310 | $56,339-51.5% | $104,301-73.8% | $68,486-60.1% |
| Participation rate | 22.0% | 63.3%-41.3pp | 73.3%-51.3pp | 67.9%-45.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $504 | $1,960-74.3% | $3,373-85.1% | $2,597-80.6% |
| Participant deferral / active EE | $635 | $3,077-79.4% | $4,626-86.3% | $4,028-84.2% |
| Admin fee / account holder | $17,205 | $4,902+251.0% | $7,340+134.4% | $5,404+218.4% |