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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 | $52,346 | $50,958+2.7% | $74,552-29.8% | $64,181-18.4% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.1%-33.7pp | 69.6%-34.1pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,002 | $2,301-56.5% | $3,108-67.8% | $3,470-71.1% |
| Admin fee / account holder | $441 | $4,223-89.6% | $5,060-91.3% | $4,887-91.0% |