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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 | $82,737 | $71,873+15.1% | $86,698-4.6% | $68,490+20.8% |
| Participation rate | 9.7% | 72.2%-62.6pp | 76.6%-66.9pp | 67.9%-58.2pp |
| Annual return | -14.69% | 3.54%-18.2pp | 35.96%-50.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $105 | $3,779-97.2% | $4,656-97.8% | $4,028-97.4% |
| Admin fee / account holder | $1,123 | $6,110-81.6% | $7,492-85.0% | $5,403-79.2% |