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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 | $134,124 | $64,719+107.2% | $112,249+19.5% | $68,486+95.8% |
| Participation rate | 46.9% | 67.2%-20.2pp | 75.1%-28.1pp | 67.9%-21.0pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $855 | $3,565-76.0% | $4,729-81.9% | $4,028-78.8% |
| Admin fee / account holder | $2,279 | $5,232-56.4% | $6,412-64.5% | $5,404-57.8% |