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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 | $40,581 | $110,083-63.1% | $151,645-73.2% | $68,490-40.7% |
| Participation rate | 63.9% | 84.0%-20.1pp | 87.5%-23.6pp | 67.9%-4.0pp |
| Annual return | -11.03% | -10.12%-0.9pp | 3.34%-14.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,754 | $6,526-73.1% | $8,363-79.0% | $4,028-56.4% |
| Admin fee / account holder | $11,406 | $7,718+47.8% | $11,614-1.8% | $5,403+111.1% |