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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 | $57,577 | $52,519+9.6% | $155,789-63.0% | $59,633-3.4% |
| Participation rate | 66.7% | 61.7%+5.0pp | 76.1%-9.4pp | 68.7%-2.0pp |
| Annual return | -1.08% | 53.51%-54.6pp | 71.54%-72.6pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,406 | $1,589-11.5% | $3,839-63.4% | $2,203-36.2% |
| Participant deferral / active EE | $899 | $3,084-70.9% | $4,798-81.3% | $3,192-71.8% |
| Admin fee / account holder | $3,844 | $3,540+8.6% | $7,477-48.6% | $4,297-10.6% |