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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 | $59,016 | $81,870-27.9% | $119,634-50.7% | $68,490-13.8% |
| Participation rate | 23.7% | 71.9%-48.2pp | 79.3%-55.6pp | 67.9%-44.2pp |
| Annual return | -13.25% | -23.82%+10.6pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,041 | $4,148-74.9% | $5,601-81.4% | $4,028-74.2% |
| Admin fee / account holder | $11,649 | $6,583+76.9% | $10,329+12.8% | $5,403+115.6% |