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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 | $39,839 | $73,009-45.4% | $90,760-56.1% | $68,486-41.8% |
| Participation rate | 62.3% | 70.8%-8.6pp | 75.7%-13.4pp | 67.9%-5.6pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,534 | $3,626-57.7% | $4,565-66.4% | $4,028-61.9% |
| Admin fee / account holder | $5,917 | $5,896+0.4% | $8,444-29.9% | $5,404+9.5% |