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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 | $28,122 | $73,009-61.5% | $90,760-69.0% | $68,486-58.9% |
| Participation rate | 28.2% | 70.8%-42.6pp | 75.7%-47.5pp | 67.9%-39.7pp |
| Annual return | -15.00% | -13.81%-1.2pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,456 | $3,626-59.8% | $4,565-68.1% | $4,028-63.8% |
| Admin fee / account holder | $1,757 | $5,896-70.2% | $8,444-79.2% | $5,404-67.5% |