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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 | $33,227 | $71,878-53.8% | $86,698-61.7% | $68,486-51.5% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -12.32% | 3.53%-15.9pp | 35.95%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,630 | $3,779-56.9% | $4,656-65.0% | $4,028-59.5% |
| Admin fee / account holder | $476 | $6,113-92.2% | $7,493-93.6% | $5,404-91.2% |