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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 | $8,652 | $48,267-82.1% | $68,794-87.4% | $68,495-87.4% |
| Participation rate | 35.1% | 60.7%-25.6pp | 69.0%-33.9pp | 67.9%-32.8pp |
| Annual return | -16.81% | -12.70%-4.1pp | -6.37%-10.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $386 | $2,867-86.5% | $3,941-90.2% | $4,028-90.4% |
| Admin fee / account holder | $321 | $4,362-92.6% | $4,934-93.5% | $5,403-94.1% |