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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 | $47,406 | $61,660-23.1% | $80,022-40.8% | $64,181-26.1% |
| Participation rate | 59.4% | 71.7%-12.3pp | 75.8%-16.5pp | 69.6%-10.2pp |
| Annual return | -6.94% | -0.33%-6.6pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,242 | $2,968-58.2% | $3,686-66.3% | $3,470-64.2% |
| Admin fee / account holder | $562 | $5,417-89.6% | $6,521-91.4% | $4,887-88.5% |