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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 | $50,271 | $56,339-10.8% | $104,301-51.8% | $68,495-26.6% |
| Participation rate | 22.6% | 63.3%-40.6pp | 73.3%-50.6pp | 67.9%-45.3pp |
| Annual return | -17.32% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $688 | $3,077-77.6% | $4,626-85.1% | $4,028-82.9% |
| Admin fee / account holder | $3,325 | $4,902-32.2% | $7,340-54.7% | $5,403-38.5% |