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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 | $68,450 | $71,873-4.8% | $86,698-21.0% | $68,490-0.1% |
| Participation rate | 25.0% | 72.2%-47.2pp | 76.6%-51.6pp | 67.9%-42.9pp |
| Annual return | -18.42% | 3.54%-22.0pp | 35.96%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $828 | $3,779-78.1% | $4,656-82.2% | $4,028-79.5% |
| Admin fee / account holder | $19,481 | $6,110+218.8% | $7,492+160.0% | $5,403+260.6% |