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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 | $75,812 | $71,873+5.5% | $86,698-12.6% | $68,490+10.7% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.6%-23.3pp | 67.9%-14.6pp |
| Annual return | -12.11% | 3.54%-15.6pp | 35.96%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $776 | $3,779-79.5% | $4,656-83.3% | $4,028-80.7% |
| Admin fee / account holder | $2,857 | $6,110-53.2% | $7,492-61.9% | $5,403-47.1% |