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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 | $49,216 | $64,729-24.0% | $112,263-56.2% | $68,490-28.1% |
| Participation rate | 19.4% | 67.2%-47.8pp | 75.1%-55.7pp | 67.9%-48.5pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.49%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $430 | $3,566-87.9% | $4,729-90.9% | $4,028-89.3% |
| Admin fee / account holder | $1,938 | $5,222-62.9% | $6,410-69.8% | $5,403-64.1% |