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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 | $47,116 | $81,870-42.5% | $119,622-60.6% | $68,486-31.2% |
| Participation rate | 41.8% | 71.9%-30.1pp | 79.3%-37.5pp | 67.9%-26.1pp |
| Annual return | -15.45% | -23.82%+8.4pp | -14.98%-0.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,550 | $4,148-62.6% | $5,601-72.3% | $4,028-61.5% |
| Admin fee / account holder | $9,187 | $6,583+39.5% | $10,328-11.0% | $5,404+70.0% |