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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 | $26,740 | $50,947-47.5% | $74,549-64.1% | $64,173-58.3% |
| Participation rate | 18.6% | 61.1%-42.5pp | 69.1%-50.6pp | 69.6%-51.0pp |
| Annual return | -6.88% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $492 | $2,302-78.6% | $3,108-84.2% | $3,470-85.8% |
| Admin fee / account holder | $820 | $4,221-80.6% | $5,059-83.8% | $4,887-83.2% |