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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 | $87,295 | $77,816+12.2% | $123,552-29.3% | $64,173+36.0% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.6pp | 69.6%-1.9pp |
| Annual return | -3.55% | 12.49%-16.0pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,296 | $3,014+9.4% | $4,628-28.8% | $2,381+38.4% |
| Participant deferral / active EE | $2,197 | $5,240-58.1% | $6,426-65.8% | $3,470-36.7% |
| Admin fee / account holder | $9,021 | $5,519+63.4% | $9,285-2.8% | $4,887+84.6% |