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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 | $75,459 | $53,546+40.9% | $69,890+8.0% | $68,490+10.2% |
| Participation rate | 31.4% | 64.5%-33.2pp | 70.5%-39.1pp | 67.9%-36.5pp |
| Annual return | -17.04% | -13.87%-3.2pp | 190.84%-207.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $840 | $2,957-71.6% | $3,848-78.2% | $4,028-79.1% |
| Admin fee / account holder | $3,077 | $4,693-34.4% | $6,267-50.9% | $5,403-43.0% |