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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 | $31,940 | $72,404-55.9% | $110,241-71.0% | $64,181-50.2% |
| Participation rate | 20.5% | 73.3%-52.8pp | 79.8%-59.3pp | 69.6%-49.1pp |
| Annual return | -6.52% | -6.29%-0.2pp | 314.75%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $402 | $3,469-88.4% | $4,672-91.4% | $3,470-88.4% |
| Admin fee / account holder | $1,663 | $5,664-70.6% | $8,548-80.5% | $4,887-66.0% |