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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 | $33,112 | $69,977-52.7% | $108,582-69.5% | $62,881-47.3% |
| Participation rate | 44.7% | 72.9%-28.2pp | 79.6%-34.9pp | 69.3%-24.6pp |
| Annual return | 5.00% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,352 | $3,165-57.3% | $4,311-68.6% | $3,203-57.8% |
| Admin fee / account holder | $918 | $5,076-81.9% | $7,645-88.0% | $4,296-78.6% |