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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 | $110,080 | $54,162+103.2% | $68,612+60.4% | $64,173+71.5% |
| Participation rate | 46.4% | 68.1%-21.6pp | 72.2%-25.8pp | 69.6%-23.1pp |
| Annual return | -3.81% | -1.62%-2.2pp | -4.63%+0.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $380 | $2,626-85.5% | $3,311-88.5% | $3,470-89.1% |
| Admin fee / account holder | $3,528 | $4,029-12.4% | $5,131-31.2% | $4,887-27.8% |