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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 | $92,534 | $64,719+43.0% | $112,249-17.6% | $68,486+35.1% |
| Participation rate | 12.3% | 67.2%-54.8pp | 75.1%-62.8pp | 67.9%-55.6pp |
| Annual return | -15.15% | -11.40%-3.8pp | 27.48%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,143 | $3,565-68.0% | $4,729-75.8% | $4,028-71.6% |
| Admin fee / account holder | $9,776 | $5,232+86.8% | $6,412+52.5% | $5,404+80.9% |