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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 | $44,156 | $61,660-28.4% | $80,022-44.8% | $64,173-31.2% |
| Participation rate | 35.8% | 71.7%-35.8pp | 75.8%-40.0pp | 69.6%-33.7pp |
| Annual return | -6.07% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $921 | $2,968-69.0% | $3,686-75.0% | $3,470-73.4% |
| Admin fee / account holder | $3,196 | $5,417-41.0% | $6,521-51.0% | $4,887-34.6% |