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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 | $70,340 | $71,873-2.1% | $86,698-18.9% | $68,490+2.7% |
| Participation rate | 38.1% | 72.2%-34.2pp | 76.6%-38.5pp | 67.9%-29.8pp |
| Annual return | -18.74% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $853 | $3,779-77.4% | $4,656-81.7% | $4,028-78.8% |
| Admin fee / account holder | $3,819 | $6,110-37.5% | $7,492-49.0% | $5,403-29.3% |