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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 | $70,532 | $50,947+38.4% | $74,549-5.4% | $64,173+9.9% |
| Participation rate | 15.8% | 61.1%-45.3pp | 69.1%-53.4pp | 69.6%-53.8pp |
| Annual return | -5.65% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $232 | $2,302-89.9% | $3,108-92.5% | $3,470-93.3% |
| Admin fee / account holder | $1,568 | $4,221-62.9% | $5,059-69.0% | $4,887-67.9% |