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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 | $117,024 | $58,600+99.7% | $83,327+40.4% | $64,173+82.4% |
| Participation rate | 65.1% | 72.0%-6.9pp | 77.8%-12.6pp | 69.6%-4.5pp |
| Annual return | -5.59% | 9.66%-15.2pp | 10.64%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,026 | $4,656-78.0% | $5,565-81.6% | $3,470-70.4% |
| Admin fee / account holder | $18,009 | $9,282+94.0% | $7,540+138.8% | $4,887+268.5% |