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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 | $158,218 | $81,870+93.3% | $119,622+32.3% | $68,486+131.0% |
| Participation rate | 18.3% | 71.9%-53.6pp | 79.3%-60.9pp | 67.9%-49.6pp |
| Annual return | -14.68% | -23.82%+9.1pp | -14.98%+0.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $692 | $2,692-74.3% | $4,232-83.6% | $2,597-73.3% |
| Participant deferral / active EE | $1,003 | $4,148-75.8% | $5,601-82.1% | $4,028-75.1% |
| Admin fee / account holder | $4,079 | $6,583-38.0% | $10,328-60.5% | $5,404-24.5% |