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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 | $57,015 | $71,480-20.2% | $90,782-37.2% | $64,173-11.2% |
| Participation rate | 35.0% | 77.6%-42.6pp | 82.7%-47.7pp | 69.6%-34.6pp |
| Annual return | -7.01% | -4.25%-2.8pp | -3.42%-3.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,178 | $4,302-72.6% | $5,366-78.0% | $3,470-66.0% |
| Admin fee / account holder | $1,095 | $6,309-82.6% | $5,908-81.5% | $4,887-77.6% |