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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 | $141,340 | $129,959+8.8% | $104,301+35.5% | $134,532+5.1% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -16.80% | 42.04%-58.8pp | 24.61%-41.4pp | 418.27%-435.1pp |
| Employer contribution / active EE | $819 | $4,185-80.4% | $3,373-75.7% | $4,741-82.7% |
| Participant deferral / active EE | $1,183 | $5,589-78.8% | $4,626-74.4% | $6,401-81.5% |
| Admin fee / account holder | $3,160 | $9,325-66.1% | $7,340-56.9% | $11,429-72.3% |