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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 | $45,290 | $77,816-41.8% | $123,552-63.3% | $64,173-29.4% |
| Participation rate | 48.8% | 74.7%-26.0pp | 82.3%-33.5pp | 69.6%-20.8pp |
| Annual return | -7.97% | 12.49%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,087 | $5,240-60.2% | $6,426-67.5% | $3,470-39.8% |
| Admin fee / account holder | $843 | $5,519-84.7% | $9,285-90.9% | $4,887-82.7% |