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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 | $67,073 | $77,816-13.8% | $123,552-45.7% | $64,173+4.5% |
| Participation rate | 16.5% | 74.7%-58.2pp | 82.3%-65.8pp | 69.6%-53.1pp |
| Annual return | -4.44% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,387 | $5,240-73.5% | $6,426-78.4% | $3,470-60.0% |
| Admin fee / account holder | $819 | $5,519-85.2% | $9,285-91.2% | $4,887-83.2% |