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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 | $76,317 | $79,633-4.2% | $93,786-18.6% | $68,490+11.4% |
| Participation rate | 35.7% | 75.4%-39.7pp | 81.0%-45.3pp | 67.9%-32.2pp |
| Annual return | -16.04% | -0.10%-15.9pp | -11.32%-4.7pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,328-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $926 | $5,158-82.0% | $6,100-84.8% | $4,028-77.0% |
| Admin fee / account holder | $792 | $6,871-88.5% | $7,184-89.0% | $5,403-85.3% |