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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 | $48,748 | $73,009-33.2% | $90,760-46.3% | $68,486-28.8% |
| Participation rate | 24.7% | 70.8%-46.2pp | 75.7%-51.0pp | 67.9%-43.2pp |
| Annual return | -12.40% | -13.81%+1.4pp | -12.16%-0.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $514 | $3,626-85.8% | $4,565-88.7% | $4,028-87.2% |
| Admin fee / account holder | $5,789 | $5,896-1.8% | $8,444-31.4% | $5,404+7.1% |