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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 | $33,336 | $50,947-34.6% | $74,551-55.3% | $64,173-48.1% |
| Participation rate | 26.0% | 61.1%-35.0pp | 69.1%-43.1pp | 69.6%-43.5pp |
| Annual return | -7.68% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $940 | $2,302-59.1% | $3,108-69.7% | $3,470-72.9% |
| Admin fee / account holder | $4,120 | $4,221-2.4% | $5,059-18.6% | $4,887-15.7% |