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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 | $42,466 | $65,453-35.1% | $86,698-51.0% | $66,938-36.6% |
| Participation rate | 45.5% | 75.5%-30.0pp | 76.6%-31.1pp | 69.8%-24.4pp |
| Annual return | -14.13% | -10.89%-3.2pp | 35.95%-50.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,990 | $4,102-51.5% | $4,656-57.3% | $4,238-53.0% |
| Admin fee / account holder | $2,289 | $642+256.7% | $7,493-69.4% | $594+285.7% |