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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 | $27,826 | $81,870-66.0% | $119,608-76.7% | $68,495-59.4% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -14.03% | -23.82%+9.8pp | -14.98%+1.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,022 | $4,148-75.4% | $5,601-81.8% | $4,028-74.6% |
| Admin fee / account holder | $3,962 | $6,583-39.8% | $10,326-61.6% | $5,403-26.7% |