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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 | $45,341 | $73,009-37.9% | $90,760-50.0% | $68,486-33.8% |
| Participation rate | 29.7% | 70.8%-41.1pp | 75.7%-46.0pp | 67.9%-38.2pp |
| Annual return | -13.49% | -13.81%+0.3pp | -12.16%-1.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,274 | $3,626-64.9% | $4,565-72.1% | $4,028-68.4% |
| Admin fee / account holder | $4,795 | $5,896-18.7% | $8,444-43.2% | $5,404-11.3% |