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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 | $95,694 | $71,873+33.1% | $86,698+10.4% | $68,490+39.7% |
| Participation rate | 3.8% | 72.2%-68.4pp | 76.6%-72.7pp | 67.9%-64.1pp |
| Annual return | -2.82% | 3.54%-6.4pp | 35.96%-38.8pp | -7.85%+5.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3 | $3,779-99.9% | $4,656-99.9% | $4,028-99.9% |
| Admin fee / account holder | $11,080 | $6,110+81.3% | $7,492+47.9% | $5,403+105.1% |