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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 | $130,948 | $73,009+79.4% | $90,756+44.3% | $68,495+91.2% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -11.06% | -13.81%+2.8pp | -12.16%+1.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $548 | $3,626-84.9% | $4,565-88.0% | $4,028-86.4% |
| Admin fee / account holder | $1,168 | $5,896-80.2% | $8,445-86.2% | $5,403-78.4% |