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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 | $33,398 | $50,947-34.4% | $74,549-55.2% | $64,173-48.0% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -4.76% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $950 | $2,302-58.7% | $3,108-69.4% | $3,470-72.6% |
| Admin fee / account holder | $5,975 | $4,221+41.6% | $5,059+18.1% | $4,887+22.3% |