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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 | $49,438 | $53,162-7.0% | $91,227-45.8% | $68,490-27.8% |
| Participation rate | 27.0% | 63.2%-36.2pp | 73.2%-46.2pp | 67.9%-40.9pp |
| Annual return | -14.01% | -3.14%-10.9pp | 114.14%-128.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $538 | $2,974-81.9% | $4,234-87.3% | $4,028-86.6% |
| Admin fee / account holder | $12,672 | $4,493+182.0% | $5,423+133.7% | $5,403+134.5% |