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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 | $47,635 | $71,873-33.7% | $86,698-45.1% | $68,490-30.4% |
| Participation rate | 14.9% | 72.2%-57.3pp | 76.6%-61.7pp | 67.9%-53.0pp |
| Annual return | -16.65% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $667 | $3,779-82.4% | $4,656-85.7% | $4,028-83.5% |
| Admin fee / account holder | $795 | $6,110-87.0% | $7,492-89.4% | $5,403-85.3% |