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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 | $85,405 | $61,660+38.5% | $80,022+6.7% | $64,181+33.1% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.6%-36.2pp |
| Annual return | -6.23% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $438 | $1,810-75.8% | $2,468-82.2% | $2,381-81.6% |
| Participant deferral / active EE | $1,189 | $2,968-59.9% | $3,686-67.7% | $3,470-65.7% |
| Admin fee / account holder | $3,368 | $5,417-37.8% | $6,521-48.3% | $4,887-31.1% |