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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 | $37,891 | $69,977-45.9% | $108,582-65.1% | $62,881-39.7% |
| Participation rate | 51.4% | 72.9%-21.5pp | 79.6%-28.2pp | 69.3%-17.9pp |
| Annual return | 6.33% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,247 | $3,165-60.6% | $4,311-71.1% | $3,203-61.1% |
| Admin fee / account holder | $5,184 | $5,076+2.1% | $7,645-32.2% | $4,296+20.7% |