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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 | $23,612 | $73,863-68.0% | $143,797-83.6% | $68,490-65.5% |
| Participation rate | 47.9% | 66.7%-18.7pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -7.83% | 0.91%-8.7pp | -0.04%-7.8pp | -7.85%0pp |
| Employer contribution / active EE | $645 | $3,185-79.7% | $4,952-87.0% | $2,597-75.2% |
| Participant deferral / active EE | $915 | $3,385-73.0% | $5,638-83.8% | $4,028-77.3% |
| Admin fee / account holder | $16,265 | $5,756+182.6% | $14,679+10.8% | $5,403+201.0% |