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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 | $87,175 | $110,083-20.8% | $151,645-42.5% | $68,490+27.3% |
| Participation rate | 12.5% | 84.0%-71.5pp | 87.5%-75.0pp | 67.9%-55.4pp |
| Annual return | -13.41% | -10.12%-3.3pp | 3.34%-16.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $825 | $6,526-87.4% | $8,363-90.1% | $4,028-79.5% |
| Admin fee / account holder | $3,162 | $7,718-59.0% | $11,614-72.8% | $5,403-41.5% |