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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 | $30,756 | $42,910-28.3% | $60,919-49.5% | $68,490-55.1% |
| Participation rate | 28.0% | 66.8%-38.8pp | 73.1%-45.1pp | 67.9%-39.9pp |
| Annual return | -11.93% | -13.99%+2.1pp | 16.96%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $742 | $2,866-74.1% | $3,814-80.6% | $4,028-81.6% |
| Admin fee / account holder | $1,293 | $3,104-58.4% | $3,228-59.9% | $5,403-76.1% |