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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 | $149,727 | $73,863+102.7% | $143,797+4.1% | $68,490+118.6% |
| Participation rate | 14.6% | 66.7%-52.1pp | 80.3%-65.7pp | 67.9%-53.3pp |
| Annual return | -16.37% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $465 | $3,185-85.4% | $4,952-90.6% | $2,597-82.1% |
| Participant deferral / active EE | $764 | $3,385-77.4% | $5,638-86.5% | $4,028-81.0% |
| Admin fee / account holder | $2,022 | $5,756-64.9% | $14,679-86.2% | $5,403-62.6% |