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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 | $130,010 | $71,873+80.9% | $86,698+50.0% | $68,490+89.8% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -16.96% | 3.54%-20.5pp | 35.96%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $744 | $2,173-65.8% | $2,837-73.8% | $2,597-71.4% |
| Participant deferral / active EE | $1,087 | $3,779-71.2% | $4,656-76.7% | $4,028-73.0% |
| Admin fee / account holder | $2,712 | $6,110-55.6% | $7,492-63.8% | $5,403-49.8% |