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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 | $112,383 | $81,870+37.3% | $119,634-6.1% | $68,490+64.1% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | 6.30% | -23.82%+30.1pp | -14.98%+21.3pp | -7.85%+14.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,823 | $4,148-56.1% | $5,601-67.5% | $4,028-54.7% |
| Admin fee / account holder | $772 | $6,583-88.3% | $10,329-92.5% | $5,403-85.7% |