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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 | $97,313 | $99,032-1.7% | $80,022+21.6% | $135,382-28.1% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -2.22% | 15.39%-17.6pp | 11.22%-13.4pp | 519.77%-522.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $151 | $4,282-96.5% | $3,686-95.9% | $5,609-97.3% |
| Admin fee / account holder | $2,319 | $10,436-77.8% | $6,521-64.4% | $10,829-78.6% |