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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 | $91,162 | $73,009+24.9% | $90,760+0.4% | $68,486+33.1% |
| Participation rate | 58.8% | 70.8%-12.0pp | 75.7%-16.9pp | 67.9%-9.1pp |
| Annual return | -18.73% | -13.81%-4.9pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,549 | $3,626-57.3% | $4,565-66.1% | $4,028-61.5% |
| Admin fee / account holder | $949 | $5,896-83.9% | $8,444-88.8% | $5,404-82.4% |