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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 | $20,012 | $50,958-60.7% | $74,552-73.2% | $64,181-68.8% |
| Participation rate | 32.9% | 61.1%-28.1pp | 69.1%-36.2pp | 69.6%-36.6pp |
| Annual return | -5.90% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $864 | $2,301-62.5% | $3,108-72.2% | $3,470-75.1% |
| Admin fee / account holder | $2,217 | $4,223-47.5% | $5,060-56.2% | $4,887-54.6% |