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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 | $127,854 | $77,816+64.3% | $123,549+3.5% | $64,181+99.2% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -6.06% | 12.49%-18.5pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,669 | $5,240-68.2% | $6,426-74.0% | $3,470-51.9% |
| Admin fee / account holder | $321 | $5,519-94.2% | $9,284-96.5% | $4,887-93.4% |