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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 | $42,056 | $62,589-32.8% | $76,768-45.2% | $64,173-34.5% |
| Participation rate | 47.5% | 72.8%-25.3pp | 77.0%-29.5pp | 69.6%-22.1pp |
| Annual return | -6.94% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,228 | $3,145-60.9% | $3,852-68.1% | $3,470-64.6% |
| Admin fee / account holder | $2,895 | $4,667-38.0% | $6,675-56.6% | $4,887-40.8% |