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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 | $38,687 | $72,404-46.6% | $110,243-64.9% | $64,173-39.7% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.6%-11.4pp |
| Annual return | -6.22% | -6.29%+0.1pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,097 | $3,469-68.4% | $4,672-76.5% | $3,470-68.4% |
| Admin fee / account holder | $5,735 | $5,664+1.2% | $8,548-32.9% | $4,887+17.3% |