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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 | $24,929 | $64,706-61.5% | $112,244-77.8% | $68,498-63.6% |
| Participation rate | 58.5% | 67.1%-8.6pp | 75.1%-16.5pp | 67.9%-9.4pp |
| Annual return | -16.17% | -11.40%-4.8pp | 27.46%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,182 | $3,565-66.8% | $4,728-75.0% | $4,027-70.7% |
| Admin fee / account holder | $15,988 | $5,231+205.6% | $6,411+149.4% | $5,403+195.9% |