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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 | $27,710 | $71,878-61.4% | $86,698-68.0% | $68,486-59.5% |
| Participation rate | 53.6% | 72.2%-18.7pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -16.44% | 3.53%-20.0pp | 35.95%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,041 | $3,779-72.5% | $4,656-77.7% | $4,028-74.2% |
| Admin fee / account holder | $1,949 | $6,113-68.1% | $7,493-74.0% | $5,404-63.9% |