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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 | $89,904 | $50,947+76.5% | $74,551+20.6% | $64,173+40.1% |
| Participation rate | 16.3% | 61.1%-44.8pp | 69.1%-52.9pp | 69.6%-53.3pp |
| Annual return | -4.12% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $562 | $2,302-75.6% | $3,108-81.9% | $3,470-83.8% |
| Admin fee / account holder | $6,193 | $4,221+46.7% | $5,059+22.4% | $4,887+26.7% |