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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 | $65,544 | $62,583+4.7% | $76,767-14.6% | $64,173+2.1% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -6.23% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,139 | $1,832-37.8% | $2,485-54.2% | $2,381-52.1% |
| Participant deferral / active EE | $1,259 | $3,145-60.0% | $3,852-67.3% | $3,470-63.7% |
| Admin fee / account holder | $921 | $4,667-80.3% | $6,675-86.2% | $4,887-81.2% |