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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 | $33,966 | $42,383-19.9% | $76,518-55.6% | $64,173-47.1% |
| Participation rate | 38.7% | 58.1%-19.4pp | 68.0%-29.3pp | 69.6%-30.9pp |
| Annual return | -5.89% | -16.54%+10.6pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $742 | $2,566-71.1% | $3,836-80.7% | $3,470-78.6% |
| Admin fee / account holder | $452 | $3,198-85.9% | $4,849-90.7% | $4,887-90.7% |