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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 | $86,999 | $59,813+45.5% | $79,580+9.3% | $68,486+27.0% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.5%-25.5pp | 67.9%-23.9pp |
| Annual return | -16.11% | -12.30%-3.8pp | 0.15%-16.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $940 | $3,024-68.9% | $3,985-76.4% | $4,028-76.7% |
| Admin fee / account holder | $14,172 | $4,835+193.1% | $6,835+107.3% | $5,404+162.3% |