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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 | $142,683 | $64,719+120.5% | $112,249+27.1% | $68,486+108.3% |
| Participation rate | 17.7% | 67.2%-49.4pp | 75.1%-57.4pp | 67.9%-50.2pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $980 | $2,747-64.3% | $3,636-73.0% | $2,597-62.2% |
| Participant deferral / active EE | $1,083 | $3,565-69.6% | $4,729-77.1% | $4,028-73.1% |
| Admin fee / account holder | $4,125 | $5,232-21.2% | $6,412-35.7% | $5,404-23.7% |