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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 | $31,718 | $58,600-45.9% | $83,327-61.9% | $64,173-50.6% |
| Participation rate | 47.5% | 72.0%-24.6pp | 77.8%-30.3pp | 69.6%-22.1pp |
| Annual return | -6.74% | 9.66%-16.4pp | 10.64%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $979 | $4,656-79.0% | $5,565-82.4% | $3,470-71.8% |
| Admin fee / account holder | $344 | $9,282-96.3% | $7,540-95.4% | $4,887-93.0% |