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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 | $31,724 | $61,660-48.6% | $80,022-60.4% | $64,173-50.6% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -7.35% | -0.33%-7.0pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $589 | $2,968-80.1% | $3,686-84.0% | $3,470-83.0% |
| Admin fee / account holder | $1,178 | $5,417-78.2% | $6,521-81.9% | $4,887-75.9% |