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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 | $77,281 | $71,873+7.5% | $86,698-10.9% | $68,490+12.8% |
| Participation rate | 16.7% | 72.2%-55.6pp | 76.6%-59.9pp | 67.9%-51.2pp |
| Annual return | -16.48% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $160 | $3,779-95.8% | $4,656-96.6% | $4,028-96.0% |
| Admin fee / account holder | $13,612 | $6,110+122.8% | $7,492+81.7% | $5,403+151.9% |