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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 | $46,503 | $81,870-43.2% | $119,622-61.1% | $68,486-32.1% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -13.66% | -23.82%+10.2pp | -14.98%+1.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,760 | $4,148-57.6% | $5,601-68.6% | $4,028-56.3% |
| Admin fee / account holder | $9,960 | $6,583+51.3% | $10,328-3.6% | $5,404+84.3% |