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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 | $31,528 | $81,870-61.5% | $119,634-73.6% | $68,490-54.0% |
| Participation rate | 55.9% | 71.9%-16.0pp | 79.3%-23.3pp | 67.9%-12.0pp |
| Annual return | -12.07% | -23.82%+11.7pp | -14.98%+2.9pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $852 | $4,148-79.5% | $5,601-84.8% | $4,028-78.9% |
| Admin fee / account holder | $5,394 | $6,583-18.1% | $10,329-47.8% | $5,403-0.2% |