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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 | $51,393 | $56,484-9.0% | $169,452-69.7% | $64,173-19.9% |
| Participation rate | 32.0% | 64.5%-32.5pp | 77.8%-45.8pp | 69.6%-37.6pp |
| Annual return | -5.41% | -1.55%-3.9pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $835 | $3,448-75.8% | $5,277-84.2% | $3,470-75.9% |
| Admin fee / account holder | $3,197 | $4,174-23.4% | $9,110-64.9% | $4,887-34.6% |