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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 | $70,274 | $42,910+63.8% | $60,919+15.4% | $68,490+2.6% |
| Participation rate | 48.6% | 66.8%-18.2pp | 73.1%-24.5pp | 67.9%-19.3pp |
| Annual return | -14.52% | -13.99%-0.5pp | 16.96%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,182 | $1,978-40.3% | $2,704-56.3% | $2,597-54.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $968 | $3,104-68.8% | $3,228-70.0% | $5,403-82.1% |