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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 | $70,029 | $73,019-4.1% | $90,766-22.8% | $68,490+2.2% |
| Participation rate | 36.4% | 70.8%-34.5pp | 75.7%-39.3pp | 67.9%-31.5pp |
| Annual return | -17.83% | -13.81%-4.0pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,531 | $3,626-57.8% | $4,565-66.5% | $4,028-62.0% |
| Admin fee / account holder | $4,042 | $5,897-31.5% | $8,446-52.1% | $5,403-25.2% |