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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 | $39,901 | $62,589-36.2% | $76,768-48.0% | $64,173-37.8% |
| Participation rate | 24.1% | 72.8%-48.7pp | 77.0%-52.8pp | 69.6%-45.4pp |
| Annual return | -3.71% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $650 | $3,145-79.3% | $3,852-83.1% | $3,470-81.3% |
| Admin fee / account holder | $21,284 | $4,667+356.0% | $6,675+218.8% | $4,887+335.5% |