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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 | $44,400 | $67,411-34.1% | $91,004-51.2% | $70,124-36.7% |
| Participation rate | 31.4% | 71.4%-40.0pp | 75.6%-44.2pp | 69.5%-38.2pp |
| Annual return | 13.05% | -40.16%+53.2pp | 4.60%+8.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $609 | $2,823-78.4% | $3,548-82.8% | $3,332-81.7% |
| Admin fee / account holder | $3,579 | $4,236-15.5% | $5,417-33.9% | $4,645-23.0% |