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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 | $49,210 | $59,813-17.7% | $79,580-38.2% | $68,486-28.1% |
| Participation rate | 9.3% | 61.1%-51.8pp | 69.5%-60.2pp | 67.9%-58.6pp |
| Annual return | -18.15% | -12.30%-5.9pp | 0.15%-18.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $580 | $3,024-80.8% | $3,985-85.5% | $4,028-85.6% |
| Admin fee / account holder | $3,019 | $4,835-37.6% | $6,835-55.8% | $5,404-44.1% |