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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 | $87,608 | $71,873+21.9% | $86,698+1.0% | $68,490+27.9% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -14.25% | 3.54%-17.8pp | 35.96%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,305 | $3,779-65.5% | $4,656-72.0% | $4,028-67.6% |
| Admin fee / account holder | $2,295 | $6,110-62.4% | $7,492-69.4% | $5,403-57.5% |