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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 | $27,272 | $77,817-65.0% | $123,553-77.9% | $64,173-57.5% |
| Participation rate | 54.2% | 74.7%-20.5pp | 82.3%-28.1pp | 69.6%-15.4pp |
| Annual return | -3.55% | 12.49%-16.0pp | 119.21%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,054 | $5,240-79.9% | $6,426-83.6% | $3,470-69.6% |
| Admin fee / account holder | $1,504 | $5,519-72.8% | $9,284-83.8% | $4,887-69.2% |