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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 | $34,628 | $46,697-25.8% | $117,533-70.5% | $68,486-49.4% |
| Participation rate | 17.8% | 56.8%-39.0pp | 70.6%-52.8pp | 67.9%-50.1pp |
| Annual return | -15.42% | -14.52%-0.9pp | 29.77%-45.2pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $557 | $2,637-78.9% | $4,072-86.3% | $4,028-86.2% |
| Admin fee / account holder | $2,149 | $4,023-46.6% | $5,647-61.9% | $5,404-60.2% |