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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 | $73,720 | $54,162+36.1% | $68,612+7.4% | $64,173+14.9% |
| Participation rate | 19.4% | 68.1%-48.6pp | 72.2%-52.8pp | 69.6%-50.1pp |
| Annual return | -3.04% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $673 | $2,626-74.4% | $3,311-79.7% | $3,470-80.6% |
| Admin fee / account holder | $847 | $4,029-79.0% | $5,131-83.5% | $4,887-82.7% |