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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 | $82,446 | $64,719+27.4% | $112,249-26.6% | $68,486+20.4% |
| Participation rate | 19.2% | 67.2%-48.0pp | 75.1%-55.9pp | 67.9%-48.7pp |
| Annual return | -15.44% | -11.40%-4.0pp | 27.48%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $789 | $2,747-71.3% | $3,636-78.3% | $2,597-69.6% |
| Participant deferral / active EE | $1,436 | $3,565-59.7% | $4,729-69.6% | $4,028-64.3% |
| Admin fee / account holder | $319 | $5,232-93.9% | $6,412-95.0% | $5,404-94.1% |