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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 | $95,569 | $73,019+30.9% | $90,766+5.3% | $68,490+39.5% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -18.60% | -13.81%-4.8pp | -12.16%-6.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $695 | $3,626-80.8% | $4,565-84.8% | $4,028-82.7% |
| Admin fee / account holder | $2,623 | $5,897-55.5% | $8,446-68.9% | $5,403-51.5% |