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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 | $44,110 | $73,009-39.6% | $90,760-51.4% | $68,486-35.6% |
| Participation rate | 37.7% | 70.8%-33.1pp | 75.7%-38.0pp | 67.9%-30.2pp |
| Annual return | -16.00% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,009 | $3,626-72.2% | $4,565-77.9% | $4,028-74.9% |
| Admin fee / account holder | $312 | $5,896-94.7% | $8,444-96.3% | $5,404-94.2% |