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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 | $57,135 | $77,816-26.6% | $123,552-53.8% | $64,173-11.0% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -4.08% | 12.49%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,429 | $5,240-72.7% | $6,426-77.8% | $3,470-58.8% |
| Admin fee / account holder | $12,709 | $5,519+130.3% | $9,285+36.9% | $4,887+160.0% |