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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 | $57,631 | $42,910+34.3% | $60,919-5.4% | $68,490-15.9% |
| Participation rate | 1.9% | 66.8%-64.9pp | 73.1%-71.2pp | 67.9%-66.0pp |
| Annual return | -5.93% | -13.99%+8.1pp | 16.96%-22.9pp | -7.85%+1.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $38 | $2,866-98.7% | $3,814-99.0% | $4,028-99.1% |
| Admin fee / account holder | $4,253 | $3,104+37.0% | $3,228+31.8% | $5,403-21.3% |