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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 | $38,655 | $59,813-35.4% | $79,580-51.4% | $68,486-43.6% |
| Participation rate | 37.0% | 61.1%-24.1pp | 69.5%-32.5pp | 67.9%-30.9pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,160 | $3,024-61.7% | $3,985-70.9% | $4,028-71.2% |
| Admin fee / account holder | $2,366 | $4,835-51.1% | $6,835-65.4% | $5,404-56.2% |