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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 | $146,979 | $82,674+77.8% | $125,381+17.2% | $68,486+114.6% |
| Participation rate | 30.3% | 75.1%-44.7pp | 82.4%-52.1pp | 67.9%-37.6pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,316 | $3,382-61.1% | $4,815-72.7% | $2,597-49.3% |
| Participant deferral / active EE | $2,257 | $6,111-63.1% | $7,448-69.7% | $4,028-44.0% |
| Admin fee / account holder | $1,912 | $6,277-69.5% | $10,007-80.9% | $5,404-64.6% |