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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 | $35,375 | $64,729-45.3% | $112,263-68.5% | $68,490-48.4% |
| Participation rate | 48.6% | 67.2%-18.5pp | 75.1%-26.4pp | 67.9%-19.2pp |
| Annual return | -19.17% | -11.40%-7.8pp | 27.49%-46.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $755 | $3,566-78.8% | $4,729-84.0% | $4,028-81.2% |
| Admin fee / account holder | $1,782 | $5,222-65.9% | $6,410-72.2% | $5,403-67.0% |