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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 | $30,454 | $61,660-50.6% | $80,022-61.9% | $64,181-52.6% |
| Participation rate | 18.2% | 71.7%-53.5pp | 75.8%-57.7pp | 69.6%-51.4pp |
| Annual return | -5.10% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $86 | $2,968-97.1% | $3,686-97.7% | $3,470-97.5% |
| Admin fee / account holder | $6,260 | $5,417+15.6% | $6,521-4.0% | $4,887+28.1% |