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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 | $31,387 | $73,019-57.0% | $90,766-65.4% | $68,490-54.2% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | 2.90% | -13.81%+16.7pp | -12.16%+15.1pp | -7.85%+10.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $523 | $3,626-85.6% | $4,565-88.6% | $4,028-87.0% |
| Admin fee / account holder | $7,069 | $5,897+19.9% | $8,446-16.3% | $5,403+30.8% |