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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 | $36,794 | $62,583-41.2% | $76,767-52.1% | $64,173-42.7% |
| Participation rate | 37.9% | 72.8%-34.9pp | 77.0%-39.0pp | 69.6%-31.6pp |
| Annual return | -6.20% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $558 | $3,145-82.3% | $3,852-85.5% | $3,470-83.9% |
| Admin fee / account holder | $2,174 | $4,667-53.4% | $6,675-67.4% | $4,887-55.5% |