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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 | $56,495 | $77,817-27.4% | $123,553-54.3% | $64,173-12.0% |
| Participation rate | 36.5% | 74.7%-38.2pp | 82.3%-45.8pp | 69.6%-33.1pp |
| Annual return | -7.64% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,105 | $5,240-59.8% | $6,426-67.2% | $3,470-39.3% |
| Admin fee / account holder | $6,273 | $5,519+13.7% | $9,284-32.4% | $4,887+28.4% |