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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 | $127,062 | $92,219+37.8% | $76,767+65.5% | $135,380-6.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | 0.44% | 5.46%-5.0pp | 2.43%-2.0pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,102 | $4,508-75.5% | $3,852-71.4% | $5,609-80.3% |
| Admin fee / account holder | $3,438 | $10,749-68.0% | $6,675-48.5% | $10,828-68.2% |