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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 | $37,273 | $59,819-37.7% | $79,583-53.2% | $68,490-45.6% |
| Participation rate | 27.7% | 61.1%-33.4pp | 69.5%-41.8pp | 67.9%-40.2pp |
| Annual return | -18.29% | -12.30%-6.0pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $252 | $3,025-91.7% | $3,986-93.7% | $4,028-93.7% |
| Admin fee / account holder | $4,221 | $4,835-12.7% | $6,835-38.2% | $5,403-21.9% |