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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 | $65,537 | $73,019-10.2% | $90,766-27.8% | $68,490-4.3% |
| Participation rate | 19.6% | 70.8%-51.2pp | 75.7%-56.1pp | 67.9%-48.3pp |
| Annual return | -17.27% | -13.81%-3.5pp | -12.16%-5.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $632 | $3,626-82.6% | $4,565-86.2% | $4,028-84.3% |
| Admin fee / account holder | $1,957 | $5,897-66.8% | $8,446-76.8% | $5,403-63.8% |