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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 | $62,602 | $71,873-12.9% | $86,698-27.8% | $68,490-8.6% |
| Participation rate | 14.7% | 72.2%-57.5pp | 76.6%-61.9pp | 67.9%-53.2pp |
| Annual return | -16.14% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $591 | $3,779-84.4% | $4,656-87.3% | $4,028-85.3% |
| Admin fee / account holder | $1,290 | $6,110-78.9% | $7,492-82.8% | $5,403-76.1% |