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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 | $41,317 | $71,873-42.5% | $86,698-52.3% | $68,490-39.7% |
| Participation rate | 13.8% | 72.2%-58.5pp | 76.6%-62.8pp | 67.9%-54.1pp |
| Annual return | -14.51% | 3.54%-18.0pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,671 | $3,779-55.8% | $4,656-64.1% | $4,028-58.5% |
| Admin fee / account holder | $1,203 | $6,110-80.3% | $7,492-83.9% | $5,403-77.7% |