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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 | $34,871 | $72,404-51.8% | $110,243-68.4% | $64,173-45.7% |
| Participation rate | 32.7% | 73.3%-40.7pp | 79.8%-47.2pp | 69.6%-36.9pp |
| Annual return | -4.95% | -6.29%+1.3pp | 314.76%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $420 | $3,469-87.9% | $4,672-91.0% | $3,470-87.9% |
| Admin fee / account holder | $3,004 | $5,664-47.0% | $8,548-64.9% | $4,887-38.5% |