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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 | $28,510 | $71,878-60.3% | $86,698-67.1% | $68,486-58.4% |
| Participation rate | 15.2% | 72.2%-57.0pp | 76.6%-61.4pp | 67.9%-52.7pp |
| Annual return | -17.46% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,556 | $3,779-58.8% | $4,656-66.6% | $4,028-61.4% |
| Admin fee / account holder | $6,531 | $6,113+6.8% | $7,493-12.8% | $5,404+20.9% |