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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 | $62,406 | $73,009-14.5% | $90,756-31.2% | $68,495-8.9% |
| Participation rate | 35.1% | 70.8%-35.8pp | 75.7%-40.6pp | 67.9%-32.8pp |
| Annual return | -12.52% | -13.81%+1.3pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,241 | $3,626-65.8% | $4,565-72.8% | $4,028-69.2% |
| Admin fee / account holder | $25,326 | $5,896+329.6% | $8,445+199.9% | $5,403+368.7% |