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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 | $49,453 | $59,834-17.4% | $79,576-37.9% | $68,495-27.8% |
| Participation rate | 9.9% | 61.1%-51.2pp | 69.5%-59.6pp | 67.9%-58.0pp |
| Annual return | -17.84% | -12.30%-5.5pp | 0.15%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $563 | $3,024-81.4% | $3,985-85.9% | $4,028-86.0% |
| Admin fee / account holder | $911 | $4,835-81.2% | $6,834-86.7% | $5,403-83.1% |