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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 | $74,772 | $67,411+10.9% | $91,004-17.8% | $70,124+6.6% |
| Participation rate | 7.1% | 71.4%-64.2pp | 75.6%-68.5pp | 69.5%-62.4pp |
| Annual return | 13.82% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $503 | $2,823-82.2% | $3,548-85.8% | $3,332-84.9% |
| Admin fee / account holder | $983 | $4,236-76.8% | $5,417-81.9% | $4,645-78.8% |