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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 | $109,677 | $92,219+18.9% | $76,768+42.9% | $135,379-19.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -4.69% | 5.46%-10.2pp | 2.43%-7.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,031 | $3,216-67.9% | $2,485-58.5% | $4,779-78.4% |
| Participant deferral / active EE | $1,289 | $4,508-71.4% | $3,852-66.5% | $5,609-77.0% |
| Admin fee / account holder | $875 | $10,749-91.9% | $6,675-86.9% | $10,828-91.9% |