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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 | $116,889 | $71,873+62.6% | $86,698+34.8% | $68,490+70.7% |
| Participation rate | 26.8% | 72.2%-45.4pp | 76.6%-49.8pp | 67.9%-41.1pp |
| Annual return | -12.65% | 3.54%-16.2pp | 35.96%-48.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,475 | $3,779-61.0% | $4,656-68.3% | $4,028-63.4% |
| Admin fee / account holder | $9,617 | $6,110+57.4% | $7,492+28.4% | $5,403+78.0% |