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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 | $136,538 | $61,660+121.4% | $80,022+70.6% | $64,173+112.8% |
| Participation rate | 54.1% | 71.7%-17.6pp | 75.8%-21.8pp | 69.6%-15.5pp |
| Annual return | -6.70% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $777 | $1,810-57.1% | $2,468-68.5% | $2,381-67.4% |
| Participant deferral / active EE | $1,277 | $2,968-57.0% | $3,686-65.3% | $3,470-63.2% |
| Admin fee / account holder | $17,360 | $5,417+220.5% | $6,521+166.2% | $4,887+255.2% |