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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 | $41,005 | $50,947-19.5% | $74,549-45.0% | $64,173-36.1% |
| Participation rate | 20.7% | 61.1%-40.3pp | 69.1%-48.4pp | 69.6%-48.8pp |
| Annual return | -4.17% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $802 | $2,302-65.1% | $3,108-74.2% | $3,470-76.9% |
| Admin fee / account holder | $3,890 | $4,221-7.9% | $5,059-23.1% | $4,887-20.4% |