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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 | $37,162 | $61,660-39.7% | $80,022-53.6% | $64,173-42.1% |
| Participation rate | 28.0% | 71.7%-43.7pp | 75.8%-47.8pp | 69.6%-41.6pp |
| Annual return | -5.05% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,256 | $2,968-57.7% | $3,686-65.9% | $3,470-63.8% |
| Admin fee / account holder | $5,127 | $5,417-5.4% | $6,521-21.4% | $4,887+4.9% |