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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 | $146,708 | $48,267+204.0% | $68,808+113.2% | $68,486+114.2% |
| Participation rate | 25.6% | 60.7%-35.1pp | 69.0%-43.4pp | 67.9%-42.3pp |
| Annual return | -11.91% | -12.70%+0.8pp | -6.37%-5.5pp | -7.85%-4.1pp |
| Employer contribution / active EE | $571 | $1,829-68.8% | $2,656-78.5% | $2,597-78.0% |
| Participant deferral / active EE | $708 | $2,867-75.3% | $3,942-82.0% | $4,028-82.4% |
| Admin fee / account holder | $3,351 | $4,362-23.2% | $4,936-32.1% | $5,404-38.0% |