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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 | $125,963 | $67,411+86.9% | $91,004+38.4% | $70,124+79.6% |
| Participation rate | 19.0% | 71.4%-52.3pp | 75.6%-56.6pp | 69.5%-50.5pp |
| Annual return | 13.19% | -40.16%+53.4pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,201 | $2,823-57.5% | $3,548-66.1% | $3,332-64.0% |
| Admin fee / account holder | $1,914 | $4,236-54.8% | $5,417-64.7% | $4,645-58.8% |