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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 | $88,832 | $64,716+37.3% | $112,258-20.9% | $68,495+29.7% |
| Participation rate | 12.8% | 67.2%-54.4pp | 75.1%-62.3pp | 67.9%-55.1pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.47%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,016 | $3,565-71.5% | $4,728-78.5% | $4,028-74.8% |
| Admin fee / account holder | $737 | $5,232-85.9% | $6,411-88.5% | $5,403-86.4% |