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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 | $86,860 | $110,083-21.1% | $151,639-42.7% | $68,486+26.8% |
| Participation rate | 46.2% | 84.0%-37.8pp | 87.5%-41.3pp | 67.9%-21.7pp |
| Annual return | -12.25% | -10.12%-2.1pp | 3.34%-15.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,189 | $6,526-66.5% | $8,363-73.8% | $4,028-45.6% |
| Admin fee / account holder | $746 | $7,718-90.3% | $11,613-93.6% | $5,404-86.2% |