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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 | $182,617 | $46,697+291.1% | $117,533+55.4% | $68,486+166.7% |
| Participation rate | 19.4% | 56.8%-37.3pp | 70.6%-51.2pp | 67.9%-48.4pp |
| Annual return | -17.89% | -14.52%-3.4pp | 29.77%-47.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $309 | $1,506-79.5% | $4,179-92.6% | $2,597-88.1% |
| Participant deferral / active EE | $851 | $2,637-67.7% | $4,072-79.1% | $4,028-78.9% |
| Admin fee / account holder | $2,790 | $4,023-30.6% | $5,647-50.6% | $5,404-48.4% |