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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 | $62,870 | $73,009-13.9% | $90,760-30.7% | $68,486-8.2% |
| Participation rate | 26.9% | 70.8%-43.9pp | 75.7%-48.8pp | 67.9%-41.0pp |
| Annual return | -10.99% | -13.81%+2.8pp | -12.16%+1.2pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $261 | $3,626-92.8% | $4,565-94.3% | $4,028-93.5% |
| Admin fee / account holder | $4,800 | $5,896-18.6% | $8,444-43.2% | $5,404-11.2% |