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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 | $49,779 | $73,863-32.6% | $143,797-65.4% | $68,490-27.3% |
| Participation rate | 32.7% | 66.7%-34.0pp | 80.3%-47.7pp | 67.9%-35.2pp |
| Annual return | -16.53% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $593 | $3,385-82.5% | $5,638-89.5% | $4,028-85.3% |
| Admin fee / account holder | $698 | $5,756-87.9% | $14,679-95.2% | $5,403-87.1% |