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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 | $23,088 | $77,817-70.3% | $123,553-81.3% | $64,173-64.0% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.2pp |
| Annual return | -3.43% | 12.49%-15.9pp | 119.21%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,269 | $3,014-24.7% | $4,628-51.0% | $2,381-4.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,402 | $5,519-38.4% | $9,284-63.4% | $4,887-30.4% |