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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 | $76,317 | $71,878+6.2% | $86,698-12.0% | $68,486+11.4% |
| Participation rate | 35.1% | 72.2%-37.1pp | 76.6%-41.5pp | 67.9%-32.8pp |
| Annual return | -11.36% | 3.53%-14.9pp | 35.95%-47.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $751 | $2,173-65.4% | $2,837-73.5% | $2,597-71.1% |
| Participant deferral / active EE | $1,703 | $3,779-54.9% | $4,656-63.4% | $4,028-57.7% |
| Admin fee / account holder | $693 | $6,113-88.7% | $7,493-90.8% | $5,404-87.2% |