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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 | $38,472 | $50,947-24.5% | $74,551-48.4% | $64,173-40.0% |
| Participation rate | 20.5% | 61.1%-40.5pp | 69.1%-48.6pp | 69.6%-49.1pp |
| Annual return | -3.47% | -1.85%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $211 | $1,115-81.1% | $1,961-89.3% | $2,381-91.2% |
| Participant deferral / active EE | $619 | $2,302-73.1% | $3,108-80.1% | $3,470-82.2% |
| Admin fee / account holder | $2,500 | $4,221-40.8% | $5,059-50.6% | $4,887-48.8% |