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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 | $39,660 | $77,817-49.0% | $123,553-67.9% | $64,173-38.2% |
| Participation rate | 22.0% | 74.7%-52.8pp | 82.3%-60.3pp | 69.6%-47.6pp |
| Annual return | -8.05% | 12.49%-20.5pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $863 | $5,240-83.5% | $6,426-86.6% | $3,470-75.1% |
| Admin fee / account holder | $2,607 | $5,519-52.8% | $9,284-71.9% | $4,887-46.7% |