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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 | $37,601 | $53,596-29.8% | $90,657-58.5% | $64,173-41.4% |
| Participation rate | 20.0% | 64.5%-44.5pp | 74.0%-54.0pp | 69.6%-49.6pp |
| Annual return | -7.64% | 4.41%-12.1pp | 1.89%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $808 | $2,459-67.1% | $3,424-76.4% | $3,470-76.7% |
| Admin fee / account holder | $4,159 | $3,868+7.5% | $4,994-16.7% | $4,887-14.9% |