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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 | $83,423 | $52,836+57.9% | $105,738-21.1% | $64,173+30.0% |
| Participation rate | 13.2% | 66.5%-53.4pp | 76.3%-63.2pp | 69.6%-56.4pp |
| Annual return | -7.53% | 14.30%-21.8pp | 6.27%-13.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $89 | $2,545-96.5% | $4,080-97.8% | $3,470-97.4% |
| Admin fee / account holder | $24,752 | $3,959+525.3% | $6,913+258.1% | $4,887+406.5% |