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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 | $50,004 | $42,917+16.5% | $60,899-17.9% | $68,495-27.0% |
| Participation rate | 69.8% | 66.8%+3.0pp | 73.1%-3.3pp | 67.9%+1.9pp |
| Annual return | -14.42% | -13.99%-0.4pp | 16.92%-31.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $779 | $1,979-60.6% | $2,702-71.2% | $2,596-70.0% |
| Participant deferral / active EE | $498 | $2,867-82.6% | $3,817-87.0% | $4,028-87.6% |
| Admin fee / account holder | $528 | $3,102-83.0% | $3,225-83.6% | $5,403-90.2% |