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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 | $106,938 | $64,716+65.2% | $112,258-4.7% | $68,495+56.1% |
| Participation rate | 26.5% | 67.2%-40.7pp | 75.1%-48.6pp | 67.9%-41.4pp |
| Annual return | -14.29% | -11.40%-2.9pp | 27.47%-41.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $429 | $3,565-88.0% | $4,728-90.9% | $4,028-89.3% |
| Admin fee / account holder | $1,615 | $5,232-69.1% | $6,411-74.8% | $5,403-70.1% |