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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 | $67,912 | $71,873-5.5% | $86,698-21.7% | $68,490-0.8% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -15.45% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,265 | $3,779-66.5% | $4,656-72.8% | $4,028-68.6% |
| Admin fee / account holder | $27,757 | $6,110+354.3% | $7,492+270.5% | $5,403+413.7% |