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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 | $58,804 | $42,383+38.7% | $76,518-23.2% | $64,173-8.4% |
| Participation rate | 17.5% | 58.1%-40.6pp | 68.0%-50.5pp | 69.6%-52.1pp |
| Annual return | -7.96% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $534 | $2,566-79.2% | $3,836-86.1% | $3,470-84.6% |
| Admin fee / account holder | $633 | $3,198-80.2% | $4,849-86.9% | $4,887-87.0% |