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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 | $104,817 | $58,577+78.9% | $83,323+25.8% | $64,181+63.3% |
| Participation rate | 59.5% | 72.0%-12.5pp | 77.8%-18.2pp | 69.6%-10.0pp |
| Annual return | -5.30% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,624 | $4,654-65.1% | $5,565-70.8% | $3,470-53.2% |
| Admin fee / account holder | $13,643 | $9,275+47.1% | $7,539+81.0% | $4,887+179.2% |