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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 | $68,721 | $54,162+26.9% | $68,612+0.2% | $64,173+7.1% |
| Participation rate | 51.6% | 68.1%-16.4pp | 72.2%-20.6pp | 69.6%-18.0pp |
| Annual return | -5.56% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $878 | $2,626-66.6% | $3,311-73.5% | $3,470-74.7% |
| Admin fee / account holder | $3,391 | $4,029-15.8% | $5,131-33.9% | $4,887-30.6% |