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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 | $24,745 | $61,660-59.9% | $80,022-69.1% | $64,173-61.4% |
| Participation rate | 55.6% | 71.7%-16.1pp | 75.8%-20.3pp | 69.6%-14.0pp |
| Annual return | -6.39% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $948 | $2,968-68.1% | $3,686-74.3% | $3,470-72.7% |
| Admin fee / account holder | $4,266 | $5,417-21.2% | $6,521-34.6% | $4,887-12.7% |