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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 | $40,072 | $73,839-45.7% | $143,788-72.1% | $68,495-41.5% |
| Participation rate | 28.8% | 66.7%-37.8pp | 80.3%-51.5pp | 67.9%-39.0pp |
| Annual return | -18.24% | 1.01%-19.3pp | -0.03%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $716 | $3,384-78.8% | $5,638-87.3% | $4,028-82.2% |
| Admin fee / account holder | $1,377 | $5,755-76.1% | $14,675-90.6% | $5,403-74.5% |