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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 | $35,833 | $50,947-29.7% | $74,549-51.9% | $64,173-44.2% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.1%-1.6pp | 69.6%-2.0pp |
| Annual return | -5.90% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $762 | $2,302-66.9% | $3,108-75.5% | $3,470-78.0% |
| Admin fee / account holder | $3,163 | $4,221-25.1% | $5,059-37.5% | $4,887-35.3% |