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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 | $87,969 | $50,947+72.7% | $74,551+18.0% | $64,173+37.1% |
| Participation rate | 14.3% | 61.1%-46.8pp | 69.1%-54.9pp | 69.6%-55.3pp |
| Annual return | -5.38% | -1.85%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $841 | $2,302-63.5% | $3,108-72.9% | $3,470-75.8% |
| Admin fee / account holder | $11,079 | $4,221+162.5% | $5,059+119.0% | $4,887+126.7% |