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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 | $70,716 | $71,872-1.6% | $86,691-18.4% | $68,495+3.2% |
| Participation rate | 22.5% | 72.2%-49.7pp | 76.6%-54.1pp | 67.9%-45.4pp |
| Annual return | -17.96% | 3.53%-21.5pp | 35.94%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,405 | $3,779-62.8% | $4,656-69.8% | $4,028-65.1% |
| Admin fee / account holder | $332 | $6,112-94.6% | $7,492-95.6% | $5,403-93.8% |