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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 | $27,641 | $56,484-51.1% | $169,452-83.7% | $64,173-56.9% |
| Participation rate | 30.2% | 64.5%-34.3pp | 77.8%-47.6pp | 69.6%-39.3pp |
| Annual return | -5.95% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $745 | $3,448-78.4% | $5,277-85.9% | $3,470-78.5% |
| Admin fee / account holder | $405 | $4,174-90.3% | $9,110-95.6% | $4,887-91.7% |