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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 | $46,265 | $58,587-21.0% | $83,322-44.5% | $64,173-27.9% |
| Participation rate | 11.8% | 72.0%-60.3pp | 77.8%-66.0pp | 69.6%-57.8pp |
| Annual return | -6.97% | 9.65%-16.6pp | 10.64%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,960 | $4,654-57.9% | $5,565-64.8% | $3,470-43.5% |
| Admin fee / account holder | $11,262 | $9,279+21.4% | $7,540+49.4% | $4,887+130.4% |