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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 | $26,888 | $73,009-63.2% | $90,760-70.4% | $68,486-60.7% |
| Participation rate | 53.8% | 70.8%-17.0pp | 75.7%-21.8pp | 67.9%-14.0pp |
| Annual return | -10.76% | -13.81%+3.0pp | -12.16%+1.4pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $628 | $3,626-82.7% | $4,565-86.2% | $4,028-84.4% |
| Admin fee / account holder | $3,242 | $5,896-45.0% | $8,444-61.6% | $5,404-40.0% |