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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 | $98,910 | $53,162+86.1% | $91,225+8.4% | $68,495+44.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 73.2%-13.2pp | 67.9%-7.9pp |
| Annual return | -15.98% | -3.14%-12.8pp | 114.10%-130.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,333 | $1,709+95.0% | $2,851+16.9% | $2,596+28.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,163 | $4,493-74.1% | $5,422-78.5% | $5,403-78.5% |