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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 | $39,911 | $53,162-24.9% | $91,227-56.3% | $68,490-41.7% |
| Participation rate | 36.0% | 63.2%-27.2pp | 73.2%-37.2pp | 67.9%-31.9pp |
| Annual return | -17.47% | -3.14%-14.3pp | 114.14%-131.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $896 | $2,974-69.9% | $4,234-78.8% | $4,028-77.8% |
| Admin fee / account holder | $1,444 | $4,493-67.9% | $5,423-73.4% | $5,403-73.3% |