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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 | $76,198 | $67,411+13.0% | $91,004-16.3% | $70,126+8.7% |
| Participation rate | 2.3% | 71.4%-69.1pp | 75.6%-73.3pp | 69.5%-67.3pp |
| Annual return | 15.86% | -40.16%+56.0pp | 4.60%+11.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $515 | $2,823-81.8% | $3,548-85.5% | $3,332-84.5% |
| Admin fee / account holder | $25,618 | $4,236+504.7% | $5,417+372.9% | $4,645+451.5% |