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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 | $32,511 | $62,586-48.1% | $76,766-57.6% | $64,181-49.3% |
| Participation rate | 44.3% | 72.8%-28.6pp | 77.0%-32.7pp | 69.6%-25.3pp |
| Annual return | -4.45% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $728 | $3,145-76.8% | $3,851-81.1% | $3,470-79.0% |
| Admin fee / account holder | $5,560 | $4,667+19.1% | $6,675-16.7% | $4,887+13.8% |