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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 | $74,708 | $69,977+6.8% | $108,582-31.2% | $62,881+18.8% |
| Participation rate | 30.0% | 72.9%-42.9pp | 79.6%-49.6pp | 69.3%-39.3pp |
| Annual return | 7.50% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $294 | $3,165-90.7% | $4,311-93.2% | $3,203-90.8% |
| Admin fee / account holder | $1,113 | $5,076-78.1% | $7,645-85.4% | $4,296-74.1% |