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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 | $29,976 | $81,870-63.4% | $119,634-74.9% | $68,490-56.2% |
| Participation rate | 37.1% | 71.9%-34.8pp | 79.3%-42.1pp | 67.9%-30.8pp |
| Annual return | -14.71% | -23.82%+9.1pp | -14.98%+0.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,350 | $4,148-67.5% | $5,601-75.9% | $4,028-66.5% |
| Admin fee / account holder | $428 | $6,583-93.5% | $10,329-95.9% | $5,403-92.1% |