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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 | $31,146 | $71,878-56.7% | $86,698-64.1% | $68,486-54.5% |
| Participation rate | 28.0% | 72.2%-44.2pp | 76.6%-48.6pp | 67.9%-39.9pp |
| Annual return | -11.44% | 3.53%-15.0pp | 35.95%-47.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $70 | $3,779-98.2% | $4,656-98.5% | $4,028-98.3% |
| Admin fee / account holder | $913 | $6,113-85.1% | $7,493-87.8% | $5,404-83.1% |