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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 | $47,773 | $71,873-33.5% | $86,698-44.9% | $68,490-30.2% |
| Participation rate | 13.7% | 72.2%-58.6pp | 76.6%-62.9pp | 67.9%-54.2pp |
| Annual return | -17.06% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $637 | $3,779-83.1% | $4,656-86.3% | $4,028-84.2% |
| Admin fee / account holder | $775 | $6,110-87.3% | $7,492-89.7% | $5,403-85.7% |