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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 | $44,723 | $77,817-42.5% | $123,553-63.8% | $64,173-30.3% |
| Participation rate | 40.7% | 74.7%-34.0pp | 82.3%-41.6pp | 69.6%-28.8pp |
| Annual return | -0.85% | 12.49%-13.3pp | 119.21%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,640 | $5,240-68.7% | $6,426-74.5% | $3,470-52.7% |
| Admin fee / account holder | $1,682 | $5,519-69.5% | $9,284-81.9% | $4,887-65.6% |