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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 | $45,543 | $72,620-37.3% | $90,760-49.8% | $66,938-32.0% |
| Participation rate | 22.8% | 73.7%-50.9pp | 75.7%-52.9pp | 69.8%-47.0pp |
| Annual return | -14.68% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $824 | $3,979-79.3% | $4,565-81.9% | $4,238-80.6% |
| Admin fee / account holder | $1,615 | $707+128.3% | $8,444-80.9% | $594+172.1% |