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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 | $77,008 | $42,910+79.5% | $60,919+26.4% | $68,490+12.4% |
| Participation rate | 46.6% | 66.8%-20.2pp | 73.1%-26.5pp | 67.9%-21.3pp |
| Annual return | -13.01% | -13.99%+1.0pp | 16.96%-30.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,124 | $1,978+7.4% | $2,704-21.4% | $2,597-18.2% |
| Participant deferral / active EE | $778 | $2,866-72.9% | $3,814-79.6% | $4,028-80.7% |
| Admin fee / account holder | $1,699 | $3,104-45.3% | $3,228-47.4% | $5,403-68.6% |