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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 | $29,176 | $62,583-53.4% | $76,767-62.0% | $64,173-54.5% |
| Participation rate | 31.0% | 72.8%-41.9pp | 77.0%-46.0pp | 69.6%-38.6pp |
| Annual return | -5.18% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,403 | $3,145-55.4% | $3,852-63.6% | $3,470-59.6% |
| Admin fee / account holder | $9,582 | $4,667+105.3% | $6,675+43.5% | $4,887+96.0% |