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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 | $55,094 | $73,019-24.5% | $90,766-39.3% | $68,490-19.6% |
| Participation rate | 21.7% | 70.8%-49.2pp | 75.7%-54.0pp | 67.9%-46.2pp |
| Annual return | -17.17% | -13.81%-3.4pp | -12.16%-5.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,267 | $3,626-65.1% | $4,565-72.2% | $4,028-68.5% |
| Admin fee / account holder | $8,634 | $5,897+46.4% | $8,446+2.2% | $5,403+59.8% |