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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 | $125,136 | $52,836+136.8% | $105,738+18.3% | $64,181+95.0% |
| Participation rate | 23.7% | 66.5%-42.9pp | 76.3%-52.6pp | 69.6%-45.9pp |
| Annual return | -6.26% | 14.30%-20.6pp | 6.27%-12.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $893 | $2,545-64.9% | $4,080-78.1% | $3,470-74.3% |
| Admin fee / account holder | $4,103 | $3,959+3.6% | $6,913-40.7% | $4,887-16.1% |