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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 | $62,318 | $73,009-14.6% | $90,760-31.3% | $68,486-9.0% |
| Participation rate | 28.3% | 70.8%-42.5pp | 75.7%-47.4pp | 67.9%-39.6pp |
| Annual return | -15.72% | -13.81%-1.9pp | -12.16%-3.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,111 | $3,626-69.4% | $4,565-75.7% | $4,028-72.4% |
| Admin fee / account holder | $4,223 | $5,896-28.4% | $8,444-50.0% | $5,404-21.9% |