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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 | $41,457 | $53,546-22.6% | $69,890-40.7% | $68,490-39.5% |
| Participation rate | 22.6% | 64.5%-42.0pp | 70.5%-47.9pp | 67.9%-45.3pp |
| Annual return | 2.40% | -13.87%+16.3pp | 190.84%-188.4pp | -7.85%+10.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $875 | $2,957-70.4% | $3,848-77.3% | $4,028-78.3% |
| Admin fee / account holder | $4,695 | $4,6930% | $6,267-25.1% | $5,403-13.1% |