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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 | $77,132 | $76,912+0.3% | $129,110-40.3% | $68,495+12.6% |
| Participation rate | 15.1% | 69.1%-54.1pp | 77.3%-62.2pp | 67.9%-52.8pp |
| Annual return | -16.50% | -9.78%-6.7pp | -10.94%-5.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $602 | $4,732-87.3% | $6,542-90.8% | $4,028-85.1% |
| Admin fee / account holder | $4,172 | $6,638-37.2% | $14,302-70.8% | $5,403-22.8% |