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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 | $102,753 | $99,032+3.8% | $80,022+28.4% | $135,380-24.1% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -2.83% | 15.39%-18.2pp | 11.22%-14.1pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $947 | $4,282-77.9% | $3,686-74.3% | $5,609-83.1% |
| Admin fee / account holder | $61,946 | $10,436+493.6% | $6,521+849.9% | $10,828+472.1% |