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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 | $64,061 | $81,870-21.8% | $119,622-46.4% | $68,486-6.5% |
| Participation rate | 25.5% | 71.9%-46.4pp | 79.3%-53.8pp | 67.9%-42.4pp |
| Annual return | -12.81% | -23.82%+11.0pp | -14.98%+2.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,585 | $4,148-61.8% | $5,601-71.7% | $4,028-60.6% |
| Admin fee / account holder | $2,058 | $6,583-68.7% | $10,328-80.1% | $5,404-61.9% |