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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 | $30,154 | $49,280-38.8% | $67,313-55.2% | $64,173-53.0% |
| Participation rate | 21.7% | 60.8%-39.0pp | 69.1%-47.3pp | 69.6%-47.8pp |
| Annual return | -6.04% | -1.39%-4.6pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $826 | $2,484-66.8% | $3,568-76.9% | $3,470-76.2% |
| Admin fee / account holder | $4,845 | $3,863+25.4% | $4,507+7.5% | $4,887-0.9% |