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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 | $37,492 | $53,596-30.0% | $90,657-58.6% | $64,173-41.6% |
| Participation rate | 12.0% | 64.5%-52.5pp | 74.0%-62.0pp | 69.6%-57.5pp |
| Annual return | -5.37% | 4.41%-9.8pp | 1.89%-7.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $779 | $2,459-68.3% | $3,424-77.2% | $3,470-77.5% |
| Admin fee / account holder | $9,248 | $3,868+139.1% | $4,994+85.2% | $4,887+89.2% |