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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 | $84,240 | $73,009+15.4% | $90,760-7.2% | $68,486+23.0% |
| Participation rate | 53.1% | 70.8%-17.7pp | 75.7%-22.6pp | 67.9%-14.8pp |
| Annual return | 31.64% | -13.81%+45.5pp | -12.16%+43.8pp | -7.85%+39.5pp |
| Employer contribution / active EE | $819 | $2,193-62.6% | $2,922-72.0% | $2,597-68.4% |
| Participant deferral / active EE | $1,509 | $3,626-58.4% | $4,565-67.0% | $4,028-62.5% |
| Admin fee / account holder | $71,531 | $5,896+1113.3% | $8,444+747.1% | $5,404+1223.7% |