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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 | $55,306 | $59,834-7.6% | $79,576-30.5% | $68,495-19.3% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.5%-44.0pp | 67.9%-42.4pp |
| Annual return | -19.12% | -12.30%-6.8pp | 0.15%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $676 | $3,024-77.6% | $3,985-83.0% | $4,028-83.2% |
| Admin fee / account holder | $493 | $4,835-89.8% | $6,834-92.8% | $5,403-90.9% |