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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 | $39,265 | $58,093-32.4% | $80,022-50.9% | $56,287-30.2% |
| Participation rate | 28.2% | 73.6%-45.5pp | 75.8%-47.7pp | 69.9%-41.7pp |
| Annual return | -6.12% | 34.63%-40.8pp | 11.22%-17.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,099 | $3,136-64.9% | $3,686-70.2% | $3,350-67.2% |
| Admin fee / account holder | $11,142 | $623+1689.7% | $6,521+70.9% | $521+2038.9% |