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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 | $46,641 | $50,947-8.5% | $74,551-37.4% | $64,173-27.3% |
| Participation rate | 21.2% | 61.1%-39.9pp | 69.1%-48.0pp | 69.6%-48.4pp |
| Annual return | -1.77% | -1.85%+0.1pp | 32.53%-34.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $378 | $2,302-83.6% | $3,108-87.8% | $3,470-89.1% |
| Admin fee / account holder | $790 | $4,221-81.3% | $5,059-84.4% | $4,887-83.8% |