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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 | $91,085 | $57,350+58.8% | $83,850+8.6% | $64,181+41.9% |
| Participation rate | 30.8% | 68.6%-37.8pp | 76.1%-45.4pp | 69.6%-38.8pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.92%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $74 | $2,993-97.5% | $4,082-98.2% | $3,470-97.9% |
| Admin fee / account holder | $4,027 | $4,046-0.5% | $5,478-26.5% | $4,887-17.6% |