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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 | $18,844 | $85,790-78.0% | $67,313-72.0% | $135,379-86.1% |
| Participation rate | 20.8% | 76.5%-55.6pp | 69.1%-48.2pp | 82.6%-61.8pp |
| Annual return | -3.05% | -0.54%-2.5pp | -4.08%+1.0pp | 519.79%-522.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $25 | $4,651-99.5% | $3,568-99.3% | $5,609-99.6% |
| Admin fee / account holder | $6,181 | $6,392-3.3% | $4,507+37.2% | $10,828-42.9% |