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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 | $54,533 | $42,548+28.2% | $74,551-26.9% | $56,289-3.1% |
| Participation rate | 8.0% | 60.5%-52.5pp | 69.1%-61.1pp | 69.9%-61.9pp |
| Annual return | -6.69% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $348 | $2,277-84.7% | $3,108-88.8% | $3,350-89.6% |
| Admin fee / account holder | $1,320 | $467+182.6% | $5,059-73.9% | $521+153.4% |