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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 | $74,378 | $50,947+46.0% | $74,549-0.2% | $64,173+15.9% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.1%-49.1pp | 69.6%-49.6pp |
| Annual return | -7.84% | -1.85%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $663 | $2,302-71.2% | $3,108-78.7% | $3,470-80.9% |
| Admin fee / account holder | $6,892 | $4,221+63.3% | $5,059+36.2% | $4,887+41.0% |