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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 | $40,116 | $71,878-44.2% | $86,698-53.7% | $68,486-41.4% |
| Participation rate | 43.5% | 72.2%-28.7pp | 76.6%-33.0pp | 67.9%-24.3pp |
| Annual return | -12.05% | 3.53%-15.6pp | 35.95%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,054 | $3,779-72.1% | $4,656-77.4% | $4,028-73.8% |
| Admin fee / account holder | $6,655 | $6,113+8.9% | $7,493-11.2% | $5,404+23.1% |