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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 | $55,119 | $71,873-23.3% | $86,698-36.4% | $68,490-19.5% |
| Participation rate | 48.3% | 72.2%-24.0pp | 76.6%-28.3pp | 67.9%-19.6pp |
| Annual return | -16.28% | 3.54%-19.8pp | 35.96%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $852 | $3,779-77.4% | $4,656-81.7% | $4,028-78.8% |
| Admin fee / account holder | $2,367 | $6,110-61.3% | $7,492-68.4% | $5,403-56.2% |