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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 | $57,414 | $71,873-20.1% | $86,698-33.8% | $68,490-16.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -13.89% | 3.54%-17.4pp | 35.96%-49.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $994 | $2,173-54.3% | $2,837-65.0% | $2,597-61.7% |
| Participant deferral / active EE | $995 | $3,779-73.7% | $4,656-78.6% | $4,028-75.3% |
| Admin fee / account holder | $468 | $6,110-92.3% | $7,492-93.7% | $5,403-91.3% |