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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 | $25,063 | $53,596-53.2% | $90,657-72.4% | $64,173-60.9% |
| Participation rate | 40.0% | 64.5%-24.5pp | 74.0%-34.0pp | 69.6%-29.6pp |
| Annual return | -7.55% | 4.41%-12.0pp | 1.89%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $846 | $2,459-65.6% | $3,424-75.3% | $3,470-75.6% |
| Admin fee / account holder | $994 | $3,868-74.3% | $4,994-80.1% | $4,887-79.7% |