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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 | $56,340 | $59,813-5.8% | $79,580-29.2% | $68,486-17.7% |
| Participation rate | 10.3% | 61.1%-50.7pp | 69.5%-59.1pp | 67.9%-57.5pp |
| Annual return | -19.19% | -12.30%-6.9pp | 0.15%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $97 | $3,024-96.8% | $3,985-97.6% | $4,028-97.6% |
| Admin fee / account holder | $9,786 | $4,835+102.4% | $6,835+43.2% | $5,404+81.1% |