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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 | $63,530 | $69,977-9.2% | $108,582-41.5% | $62,881+1.0% |
| Participation rate | 30.0% | 72.9%-42.9pp | 79.6%-49.6pp | 69.3%-39.3pp |
| Annual return | 6.15% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,131 | $3,165-64.3% | $4,311-73.8% | $3,203-64.7% |
| Admin fee / account holder | $1,722 | $5,076-66.1% | $7,645-77.5% | $4,296-59.9% |