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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 | $144,369 | $58,577+146.5% | $83,323+73.3% | $64,181+124.9% |
| Participation rate | 57.7% | 72.0%-14.3pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | -7.35% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $288 | $2,098-86.3% | $3,379-91.5% | $2,381-87.9% |
| Participant deferral / active EE | $1,411 | $4,654-69.7% | $5,565-74.6% | $3,470-59.3% |
| Admin fee / account holder | $21,164 | $9,275+128.2% | $7,539+180.7% | $4,887+333.1% |