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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 | $58,333 | $72,404-19.4% | $110,243-47.1% | $64,173-9.1% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.3pp |
| Annual return | -4.66% | -6.29%+1.6pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,362 | $3,469-60.7% | $4,672-70.8% | $3,470-60.7% |
| Admin fee / account holder | $1,512 | $5,664-73.3% | $8,548-82.3% | $4,887-69.1% |