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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 | $169,869 | $73,019+132.6% | $90,766+87.1% | $68,490+148.0% |
| Participation rate | 28.3% | 70.8%-42.5pp | 75.7%-47.4pp | 67.9%-39.6pp |
| Annual return | -6.05% | -13.81%+7.8pp | -12.16%+6.1pp | -7.85%+1.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,167 | $3,626-67.8% | $4,565-74.4% | $4,028-71.0% |
| Admin fee / account holder | $6,043 | $5,897+2.5% | $8,446-28.4% | $5,403+11.9% |