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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 | $26,367 | $71,873-63.3% | $86,698-69.6% | $68,490-61.5% |
| Participation rate | 32.9% | 72.2%-39.4pp | 76.6%-43.7pp | 67.9%-35.0pp |
| Annual return | -14.42% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $830 | $3,779-78.0% | $4,656-82.2% | $4,028-79.4% |
| Admin fee / account holder | $41,679 | $6,110+582.1% | $7,492+456.3% | $5,403+671.4% |