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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 | $199,882 | $147,167+35.8% | $111,392+79.4% | $135,380+47.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 78.9%-41.4pp | 82.6%-45.1pp |
| Annual return | -2.93% | -4.44%+1.5pp | -2.06%-0.9pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,660 | $5,204-68.1% | $4,328-61.6% | $4,779-65.3% |
| Participant deferral / active EE | $1,660 | $6,565-74.7% | $5,567-70.2% | $5,609-70.4% |
| Admin fee / account holder | $1,306 | $20,270-93.6% | $12,266-89.4% | $10,828-87.9% |