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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 | $122,439 | $76,401+60.3% | $106,387+15.1% | $64,173+90.8% |
| Participation rate | 31.5% | 73.5%-42.1pp | 77.5%-46.0pp | 69.6%-38.1pp |
| Annual return | -2.40% | -2.19%-0.2pp | 0.25%-2.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,413 | $2,680+27.4% | $3,520-3.0% | $2,381+43.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,579 | $4,610+86.1% | $7,510+14.2% | $4,887+75.5% |