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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 | $102,243 | $71,878+42.2% | $86,698+17.9% | $68,486+49.3% |
| Participation rate | 4.3% | 72.2%-68.0pp | 76.6%-72.3pp | 67.9%-63.6pp |
| Annual return | -15.16% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $252 | $3,779-93.3% | $4,656-94.6% | $4,028-93.7% |
| Admin fee / account holder | $1,511 | $6,113-75.3% | $7,493-79.8% | $5,404-72.0% |