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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 | $30,274 | $50,947-40.6% | $74,551-59.4% | $64,173-52.8% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.3pp | 69.6%-17.7pp |
| Annual return | -7.04% | -1.85%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $895 | $2,302-61.1% | $3,108-71.2% | $3,470-74.2% |
| Admin fee / account holder | $952 | $4,221-77.4% | $5,059-81.2% | $4,887-80.5% |