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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 | $37,466 | $62,583-40.1% | $76,767-51.2% | $64,173-41.6% |
| Participation rate | 43.8% | 72.8%-29.1pp | 77.0%-33.2pp | 69.6%-25.8pp |
| Annual return | -5.33% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $145 | $3,145-95.4% | $3,852-96.2% | $3,470-95.8% |
| Admin fee / account holder | $1,304 | $4,667-72.1% | $6,675-80.5% | $4,887-73.3% |