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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 | $59,138 | $46,689+26.7% | $117,498-49.7% | $68,495-13.7% |
| Participation rate | 10.8% | 56.8%-45.9pp | 70.6%-59.8pp | 67.9%-57.0pp |
| Annual return | -15.13% | -14.52%-0.6pp | 29.75%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $750 | $2,637-71.6% | $4,071-81.6% | $4,028-81.4% |
| Admin fee / account holder | $1,379 | $4,021-65.7% | $5,646-75.6% | $5,403-74.5% |