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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 | $55,523 | $71,878-22.8% | $86,698-36.0% | $68,486-18.9% |
| Participation rate | 25.6% | 72.2%-46.7pp | 76.6%-51.0pp | 67.9%-42.3pp |
| Annual return | -13.28% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,312 | $3,779-65.3% | $4,656-71.8% | $4,028-67.4% |
| Admin fee / account holder | $51,944 | $6,113+749.8% | $7,493+593.3% | $5,404+861.2% |