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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 | $59,561 | $73,863-19.4% | $143,797-58.6% | $68,490-13.0% |
| Participation rate | 27.9% | 66.7%-38.8pp | 80.3%-52.4pp | 67.9%-40.0pp |
| Annual return | -14.43% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $807 | $3,385-76.2% | $5,638-85.7% | $4,028-80.0% |
| Admin fee / account holder | $10,862 | $5,756+88.7% | $14,679-26.0% | $5,403+101.0% |