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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 | $23,727 | $71,873-67.0% | $86,698-72.6% | $68,490-65.4% |
| Participation rate | 27.3% | 72.2%-45.0pp | 76.6%-49.3pp | 67.9%-40.6pp |
| Annual return | -14.48% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $482 | $3,779-87.3% | $4,656-89.7% | $4,028-88.0% |
| Admin fee / account holder | $1,497 | $6,110-75.5% | $7,492-80.0% | $5,403-72.3% |