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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 | $45,373 | $50,958-11.0% | $74,552-39.1% | $64,181-29.3% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.1%-27.7pp | 69.6%-28.1pp |
| Annual return | -5.57% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $884 | $2,301-61.6% | $3,108-71.6% | $3,470-74.5% |
| Admin fee / account holder | $1,490 | $4,223-64.7% | $5,060-70.6% | $4,887-69.5% |