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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 | $37,438 | $50,947-26.5% | $74,549-49.8% | $64,173-41.7% |
| Participation rate | 43.6% | 61.1%-17.5pp | 69.1%-25.6pp | 69.6%-26.0pp |
| Annual return | -6.28% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $931 | $2,302-59.5% | $3,108-70.0% | $3,470-73.2% |
| Admin fee / account holder | $1,185 | $4,221-71.9% | $5,059-76.6% | $4,887-75.7% |