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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 | $45,333 | $110,083-58.8% | $151,645-70.1% | $68,490-33.8% |
| Participation rate | 65.6% | 84.0%-18.3pp | 87.5%-21.9pp | 67.9%-2.3pp |
| Annual return | -13.55% | -10.12%-3.4pp | 3.34%-16.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,877 | $6,526-55.9% | $8,363-65.6% | $4,028-28.6% |
| Admin fee / account holder | $2,153 | $7,718-72.1% | $11,614-81.5% | $5,403-60.1% |