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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 | $42,354 | $64,716-34.6% | $112,258-62.3% | $68,495-38.2% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -14.56% | -11.40%-3.2pp | 27.47%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,865 | $2,746+4.3% | $3,636-21.2% | $2,596+10.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,139 | $5,232+170.3% | $6,411+120.5% | $5,403+161.7% |