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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 | $60,881 | $77,817-21.8% | $123,553-50.7% | $64,173-5.1% |
| Participation rate | 27.1% | 74.7%-47.6pp | 82.3%-55.2pp | 69.6%-42.5pp |
| Annual return | -5.07% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $993 | $5,240-81.1% | $6,426-84.5% | $3,470-71.4% |
| Admin fee / account holder | $2,168 | $5,519-60.7% | $9,284-76.6% | $4,887-55.6% |