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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 | $74,626 | $58,093+28.5% | $80,022-6.7% | $56,289+32.6% |
| Participation rate | 29.4% | 73.6%-44.2pp | 75.8%-46.4pp | 69.9%-40.4pp |
| Annual return | -5.69% | 34.63%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,434 | $3,136-54.3% | $3,686-61.1% | $3,350-57.2% |
| Admin fee / account holder | $9,968 | $623+1501.0% | $6,521+52.8% | $521+1813.3% |