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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 | $65,918 | $59,813+10.2% | $79,580-17.2% | $68,486-3.7% |
| Participation rate | 27.0% | 61.1%-34.0pp | 69.5%-42.5pp | 67.9%-40.9pp |
| Annual return | -17.81% | -12.30%-5.5pp | 0.15%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,270 | $3,024-58.0% | $3,985-68.1% | $4,028-68.5% |
| Admin fee / account holder | $320 | $4,835-93.4% | $6,835-95.3% | $5,404-94.1% |