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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 | $136,673 | $100,811+35.6% | $86,698+57.6% | $134,545+1.6% |
| Participation rate | 30.8% | 79.0%-48.2pp | 76.6%-45.8pp | 81.2%-50.5pp |
| Annual return | -2.98% | 29.11%-32.1pp | 35.96%-38.9pp | 418.37%-421.3pp |
| Employer contribution / active EE | $1,394 | $3,490-60.1% | $2,837-50.9% | $4,742-70.6% |
| Participant deferral / active EE | $1,394 | $5,339-73.9% | $4,656-70.1% | $6,401-78.2% |
| Admin fee / account holder | $4,557 | $10,926-58.3% | $7,492-39.2% | $11,431-60.1% |