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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 | $28,716 | $71,873-60.0% | $86,698-66.9% | $68,490-58.1% |
| Participation rate | 15.2% | 72.2%-57.0pp | 76.6%-61.4pp | 67.9%-52.7pp |
| Annual return | -6.95% | 3.54%-10.5pp | 35.96%-42.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $198 | $3,779-94.8% | $4,656-95.7% | $4,028-95.1% |
| Admin fee / account holder | $31,848 | $6,110+421.2% | $7,492+325.1% | $5,403+489.5% |