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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 | $100,486 | $69,012+45.6% | $160,009-37.2% | $68,486+46.7% |
| Participation rate | 28.2% | 65.4%-37.2pp | 78.0%-49.8pp | 67.9%-39.7pp |
| Annual return | -16.97% | -9.65%-7.3pp | 408.85%-425.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $960 | $4,212-77.2% | $6,183-84.5% | $4,028-76.2% |
| Admin fee / account holder | $1,887 | $4,798-60.7% | $8,715-78.3% | $5,404-65.1% |