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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 | $54,051 | $59,813-9.6% | $79,580-32.1% | $68,486-21.1% |
| Participation rate | 39.0% | 61.1%-22.0pp | 69.5%-30.5pp | 67.9%-28.9pp |
| Annual return | -17.47% | -12.30%-5.2pp | 0.15%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $516 | $1,505-65.7% | $2,413-78.6% | $2,597-80.1% |
| Participant deferral / active EE | $786 | $3,024-74.0% | $3,985-80.3% | $4,028-80.5% |
| Admin fee / account holder | $15,507 | $4,835+220.7% | $6,835+126.9% | $5,404+187.0% |