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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 | $27,030 | $59,834-54.8% | $79,576-66.0% | $68,495-60.5% |
| Participation rate | 45.3% | 61.1%-15.8pp | 69.5%-24.2pp | 67.9%-22.6pp |
| Annual return | -15.76% | -12.30%-3.5pp | 0.15%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,263 | $3,024-58.2% | $3,985-68.3% | $4,028-68.6% |
| Admin fee / account holder | $622 | $4,835-87.1% | $6,834-90.9% | $5,403-88.5% |