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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 | $55,547 | $50,947+9.0% | $74,551-25.5% | $64,173-13.4% |
| Participation rate | 24.0% | 61.1%-37.1pp | 69.1%-45.1pp | 69.6%-45.6pp |
| Annual return | -4.66% | -1.85%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $605 | $2,302-73.7% | $3,108-80.5% | $3,470-82.6% |
| Admin fee / account holder | $11,226 | $4,221+166.0% | $5,059+121.9% | $4,887+129.7% |