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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 | $70,358 | $59,819+17.6% | $79,583-11.6% | $68,490+2.7% |
| Participation rate | 17.9% | 61.1%-43.1pp | 69.5%-51.5pp | 67.9%-49.9pp |
| Annual return | -12.12% | -12.30%+0.2pp | 0.16%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,115 | $3,025-63.1% | $3,986-72.0% | $4,028-72.3% |
| Admin fee / account holder | $1,536 | $4,835-68.2% | $6,835-77.5% | $5,403-71.6% |