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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 | $46,757 | $42,910+9.0% | $60,919-23.2% | $68,490-31.7% |
| Participation rate | 29.0% | 66.8%-37.7pp | 73.1%-44.1pp | 67.9%-38.9pp |
| Annual return | -13.83% | -13.99%+0.2pp | 16.96%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $776 | $2,866-72.9% | $3,814-79.7% | $4,028-80.7% |
| Admin fee / account holder | $4,615 | $3,104+48.7% | $3,228+43.0% | $5,403-14.6% |