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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 | $60,152 | $77,817-22.7% | $123,553-51.3% | $64,173-6.3% |
| Participation rate | 55.4% | 74.7%-19.3pp | 82.3%-26.9pp | 69.6%-14.2pp |
| Annual return | -4.24% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,589 | $5,240-69.7% | $6,426-75.3% | $3,470-54.2% |
| Admin fee / account holder | $4,701 | $5,519-14.8% | $9,284-49.4% | $4,887-3.8% |