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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 | $64,424 | $81,870-21.3% | $119,622-46.1% | $68,486-5.9% |
| Participation rate | 26.5% | 71.9%-45.4pp | 79.3%-52.8pp | 67.9%-41.4pp |
| Annual return | -15.68% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,623 | $4,148-60.9% | $5,601-71.0% | $4,028-59.7% |
| Admin fee / account holder | $774 | $6,583-88.2% | $10,328-92.5% | $5,404-85.7% |