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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 | $58,710 | $77,817-24.6% | $123,553-52.5% | $64,173-8.5% |
| Participation rate | 23.5% | 74.7%-51.2pp | 82.3%-58.8pp | 69.6%-46.0pp |
| Annual return | -6.23% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,422 | $5,240-72.9% | $6,426-77.9% | $3,470-59.0% |
| Admin fee / account holder | $9,887 | $5,519+79.1% | $9,284+6.5% | $4,887+102.3% |