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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 | $67,522 | $167,533-59.7% | $151,645-55.5% | $134,545-49.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -11.04% | 7.81%-18.9pp | 3.34%-14.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,911 | $6,828-72.0% | $6,165-69.0% | $4,742-59.7% |
| Participant deferral / active EE | $2,380 | $8,985-73.5% | $8,363-71.5% | $6,401-62.8% |
| Admin fee / account holder | $7,046 | $13,781-48.9% | $11,614-39.3% | $11,431-38.4% |