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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 | $30,145 | $45,872-34.3% | $77,096-60.9% | $68,486-56.0% |
| Participation rate | 17.6% | 55.9%-38.3pp | 67.9%-50.3pp | 67.9%-50.2pp |
| Annual return | -18.22% | 1.73%-19.9pp | 42.35%-60.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $640 | $2,963-78.4% | $4,429-85.6% | $4,028-84.1% |
| Admin fee / account holder | $3,010 | $3,041-1.0% | $5,428-44.6% | $5,404-44.3% |