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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 | $27,157 | $81,870-66.8% | $119,622-77.3% | $68,486-60.3% |
| Participation rate | 51.6% | 71.9%-20.3pp | 79.3%-27.7pp | 67.9%-16.3pp |
| Annual return | -15.49% | -23.82%+8.3pp | -14.98%-0.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,765 | $4,148-57.4% | $5,601-68.5% | $4,028-56.2% |
| Admin fee / account holder | $9,520 | $6,583+44.6% | $10,328-7.8% | $5,404+76.2% |