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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 | $37,884 | $110,083-65.6% | $151,628-75.0% | $68,495-44.7% |
| Participation rate | 46.9% | 84.0%-37.1pp | 87.5%-40.6pp | 67.9%-21.0pp |
| Annual return | -12.56% | -10.12%-2.4pp | 3.34%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,371 | $6,526-63.7% | $8,363-71.6% | $4,028-41.1% |
| Admin fee / account holder | $720 | $7,718-90.7% | $11,613-93.8% | $5,403-86.7% |