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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 | $73,722 | $72,404+1.8% | $110,243-33.1% | $64,173+14.9% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | -7.12% | -6.29%-0.8pp | 314.76%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,556 | $3,469-55.1% | $4,672-66.7% | $3,470-55.1% |
| Admin fee / account holder | $1,552 | $5,664-72.6% | $8,548-81.8% | $4,887-68.2% |