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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 | $91,335 | $59,834+52.6% | $79,576+14.8% | $68,495+33.3% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -1.64% | -12.30%+10.7pp | 0.15%-1.8pp | -7.84%+6.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $641 | $3,024-78.8% | $3,985-83.9% | $4,028-84.1% |
| Admin fee / account holder | $2,236 | $4,835-53.8% | $6,834-67.3% | $5,403-58.6% |