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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 | $44,891 | $81,870-45.2% | $119,608-62.5% | $68,495-34.5% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.9pp | 67.9%-16.5pp |
| Annual return | -11.55% | -23.82%+12.3pp | -14.98%+3.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $431 | $4,148-89.6% | $5,601-92.3% | $4,028-89.3% |
| Admin fee / account holder | $2,093 | $6,583-68.2% | $10,326-79.7% | $5,403-61.3% |