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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 | $32,146 | $62,583-48.6% | $76,767-58.1% | $64,173-49.9% |
| Participation rate | 46.4% | 72.8%-26.4pp | 77.0%-30.5pp | 69.6%-23.1pp |
| Annual return | -2.85% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $707 | $3,145-77.5% | $3,852-81.7% | $3,470-79.6% |
| Admin fee / account holder | $3,948 | $4,667-15.4% | $6,675-40.9% | $4,887-19.2% |