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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 | $68,230 | $110,083-38.0% | $151,645-55.0% | $68,490-0.4% |
| Participation rate | 69.0% | 84.0%-14.9pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -15.84% | -10.12%-5.7pp | 3.34%-19.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,715 | $4,470-61.6% | $6,165-72.2% | $2,597-33.9% |
| Participant deferral / active EE | $3,000 | $6,526-54.0% | $8,363-64.1% | $4,028-25.5% |
| Admin fee / account holder | $469 | $7,718-93.9% | $11,614-96.0% | $5,403-91.3% |