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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 | $101,590 | $92,219+10.2% | $76,767+32.3% | $135,380-25.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -6.98% | 5.46%-12.4pp | 2.43%-9.4pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,371 | $4,508-69.6% | $3,852-64.4% | $5,609-75.6% |
| Admin fee / account holder | $424 | $10,749-96.1% | $6,675-93.7% | $10,828-96.1% |