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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 | $104,883 | $71,878+45.9% | $86,698+21.0% | $68,486+53.1% |
| Participation rate | 28.2% | 72.2%-44.0pp | 76.6%-48.4pp | 67.9%-39.7pp |
| Annual return | -15.03% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,538 | $3,779-59.3% | $4,656-67.0% | $4,028-61.8% |
| Admin fee / account holder | $2,271 | $6,113-62.8% | $7,493-69.7% | $5,404-58.0% |