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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 | $83,405 | $73,004+14.2% | $90,752-8.1% | $68,498+21.8% |
| Participation rate | 51.1% | 70.8%-19.8pp | 75.7%-24.6pp | 67.9%-16.8pp |
| Annual return | -9.83% | -13.81%+4.0pp | -12.16%+2.3pp | -7.84%-2.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,136 | $3,627-68.7% | $4,564-75.1% | $4,027-71.8% |
| Admin fee / account holder | $7,176 | $5,896+21.7% | $8,446-15.0% | $5,403+32.8% |