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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 | $90,006 | $73,009+23.3% | $90,756-0.8% | $68,495+31.4% |
| Participation rate | 25.4% | 70.8%-45.4pp | 75.7%-50.3pp | 67.9%-42.5pp |
| Annual return | -18.75% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $665 | $2,193-69.7% | $2,922-77.2% | $2,596-74.4% |
| Participant deferral / active EE | $1,213 | $3,626-66.5% | $4,565-73.4% | $4,028-69.9% |
| Admin fee / account holder | $4,396 | $5,896-25.4% | $8,445-47.9% | $5,403-18.6% |