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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 | $45,228 | $71,878-37.1% | $86,698-47.8% | $68,486-34.0% |
| Participation rate | 26.3% | 72.2%-45.9pp | 76.6%-50.3pp | 67.9%-41.6pp |
| Annual return | -18.55% | 3.53%-22.1pp | 35.95%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,253 | $3,779-66.8% | $4,656-73.1% | $4,028-68.9% |
| Admin fee / account holder | $25,943 | $6,113+324.4% | $7,493+246.2% | $5,404+380.1% |