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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 | $71,900 | $131,835-45.5% | $108,582-33.8% | $273,972-73.8% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 4.74% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,334 | $5,127-74.0% | $4,311-69.1% | $5,287-74.8% |
| Admin fee / account holder | $582 | $10,253-94.3% | $7,645-92.4% | $10,133-94.3% |