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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 | $33,609 | $62,589-46.3% | $76,768-56.2% | $64,173-47.6% |
| Participation rate | 42.9% | 72.8%-30.0pp | 77.0%-34.1pp | 69.6%-26.7pp |
| Annual return | -4.63% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $947 | $3,145-69.9% | $3,852-75.4% | $3,470-72.7% |
| Admin fee / account holder | $437 | $4,667-90.6% | $6,675-93.5% | $4,887-91.1% |