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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 | $65,509 | $73,102-10.4% | $123,552-47.0% | $56,287+16.4% |
| Participation rate | 14.4% | 74.3%-59.9pp | 82.3%-67.9pp | 69.9%-55.5pp |
| Annual return | -7.02% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $572 | $5,423-89.5% | $6,426-91.1% | $3,350-82.9% |
| Admin fee / account holder | $629 | $554+13.6% | $9,285-93.2% | $521+20.8% |