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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 | $42,923 | $71,873-40.3% | $86,698-50.5% | $68,490-37.3% |
| Participation rate | 46.6% | 72.2%-25.7pp | 76.6%-30.0pp | 67.9%-21.3pp |
| Annual return | -16.64% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,212 | $3,779-67.9% | $4,656-74.0% | $4,028-69.9% |
| Admin fee / account holder | $4,460 | $6,110-27.0% | $7,492-40.5% | $5,403-17.5% |