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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 | $71,001 | $73,863-3.9% | $143,797-50.6% | $68,490+3.7% |
| Participation rate | 27.9% | 66.7%-38.8pp | 80.3%-52.4pp | 67.9%-40.0pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $173 | $3,385-94.9% | $5,638-96.9% | $4,028-95.7% |
| Admin fee / account holder | $8,028 | $5,756+39.5% | $14,679-45.3% | $5,403+48.6% |