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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 | $30,759 | $50,947-39.6% | $74,549-58.7% | $64,173-52.1% |
| Participation rate | 36.1% | 61.1%-24.9pp | 69.1%-33.0pp | 69.6%-33.5pp |
| Annual return | -6.23% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $192 | $2,302-91.7% | $3,108-93.8% | $3,470-94.5% |
| Admin fee / account holder | $25,576 | $4,221+505.9% | $5,059+405.5% | $4,887+423.3% |