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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 | $128,041 | $59,813+114.1% | $79,580+60.9% | $68,486+87.0% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.5%-37.3pp | 67.9%-35.8pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.15%-16.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $657 | $1,505-56.3% | $2,413-72.8% | $2,597-74.7% |
| Participant deferral / active EE | $1,051 | $3,024-65.3% | $3,985-73.6% | $4,028-73.9% |
| Admin fee / account holder | $8,688 | $4,835+79.7% | $6,835+27.1% | $5,404+60.8% |