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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 | $44,142 | $64,719-31.8% | $112,249-60.7% | $68,486-35.5% |
| Participation rate | 32.3% | 67.2%-34.9pp | 75.1%-42.8pp | 67.9%-35.6pp |
| Annual return | -16.05% | -11.40%-4.6pp | 27.48%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $618 | $3,565-82.7% | $4,729-86.9% | $4,028-84.6% |
| Admin fee / account holder | $520 | $5,232-90.1% | $6,412-91.9% | $5,404-90.4% |