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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 | $70,207 | $64,719+8.5% | $112,249-37.5% | $68,486+2.5% |
| Participation rate | 25.8% | 67.2%-41.3pp | 75.1%-49.3pp | 67.9%-42.1pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $957 | $3,565-73.2% | $4,729-79.8% | $4,028-76.2% |
| Admin fee / account holder | $485 | $5,232-90.7% | $6,412-92.4% | $5,404-91.0% |