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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 | $61,387 | $50,947+20.5% | $74,551-17.7% | $64,173-4.3% |
| Participation rate | 13.9% | 61.1%-47.1pp | 69.1%-55.2pp | 69.6%-55.6pp |
| Annual return | -2.84% | -1.85%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $261 | $2,302-88.7% | $3,108-91.6% | $3,470-92.5% |
| Admin fee / account holder | $473 | $4,221-88.8% | $5,059-90.7% | $4,887-90.3% |