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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 | $23,748 | $61,660-61.5% | $80,022-70.3% | $64,173-63.0% |
| Participation rate | 36.2% | 71.7%-35.5pp | 75.8%-39.6pp | 69.6%-33.3pp |
| Annual return | -2.99% | -0.33%-2.7pp | 11.22%-14.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $334 | $2,968-88.7% | $3,686-90.9% | $3,470-90.4% |
| Admin fee / account holder | $2,477 | $5,417-54.3% | $6,521-62.0% | $4,887-49.3% |