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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 | $133,014 | $71,878+85.1% | $86,698+53.4% | $68,486+94.2% |
| Participation rate | 7.3% | 72.2%-64.9pp | 76.6%-69.3pp | 67.9%-60.6pp |
| Annual return | -9.06% | 3.53%-12.6pp | 35.95%-45.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $956 | $3,779-74.7% | $4,656-79.5% | $4,028-76.3% |
| Admin fee / account holder | $32,776 | $6,113+436.2% | $7,493+337.4% | $5,404+506.5% |