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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 | $44,191 | $71,873-38.5% | $86,698-49.0% | $68,490-35.5% |
| Participation rate | 16.1% | 72.2%-56.1pp | 76.6%-60.5pp | 67.9%-51.8pp |
| Annual return | -10.11% | 3.54%-13.6pp | 35.96%-46.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $238 | $3,779-93.7% | $4,656-94.9% | $4,028-94.1% |
| Admin fee / account holder | $7,593 | $6,110+24.3% | $7,492+1.3% | $5,403+40.5% |