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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 | $32,194 | $42,909-25.0% | $60,906-47.1% | $68,486-53.0% |
| Participation rate | 39.2% | 66.8%-27.6pp | 73.1%-33.9pp | 67.9%-28.7pp |
| Annual return | -14.08% | -13.99%-0.1pp | 16.94%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $853 | $2,866-70.2% | $3,814-77.6% | $4,028-78.8% |
| Admin fee / account holder | $694 | $3,104-77.6% | $3,227-78.5% | $5,404-87.2% |