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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 | $34,889 | $64,716-46.1% | $112,258-68.9% | $68,495-49.1% |
| Participation rate | 22.0% | 67.2%-45.2pp | 75.1%-53.1pp | 67.9%-45.9pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.47%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,086 | $3,565-69.6% | $4,728-77.0% | $4,028-73.0% |
| Admin fee / account holder | $977 | $5,232-81.3% | $6,411-84.8% | $5,403-81.9% |