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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 | $107,903 | $71,872+50.1% | $86,691+24.5% | $68,495+57.5% |
| Participation rate | 27.9% | 72.2%-44.4pp | 76.6%-48.7pp | 67.9%-40.0pp |
| Annual return | -17.50% | 3.53%-21.0pp | 35.94%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,609 | $3,779-57.4% | $4,656-65.4% | $4,028-60.1% |
| Admin fee / account holder | $1,199 | $6,112-80.4% | $7,492-84.0% | $5,403-77.8% |