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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 | $76,523 | $61,660+24.1% | $80,022-4.4% | $64,173+19.2% |
| Participation rate | 19.3% | 71.7%-52.4pp | 75.8%-56.6pp | 69.6%-50.3pp |
| Annual return | -5.64% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $144 | $2,968-95.1% | $3,686-96.1% | $3,470-95.8% |
| Admin fee / account holder | $1,503 | $5,417-72.3% | $6,521-77.0% | $4,887-69.2% |