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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 | $114,029 | $59,813+90.6% | $79,580+43.3% | $68,486+66.5% |
| Participation rate | 21.3% | 61.1%-39.8pp | 69.5%-48.2pp | 67.9%-46.6pp |
| Annual return | -18.57% | -12.30%-6.3pp | 0.15%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $380 | $1,505-74.7% | $2,413-84.2% | $2,597-85.4% |
| Participant deferral / active EE | $869 | $3,024-71.3% | $3,985-78.2% | $4,028-78.4% |
| Admin fee / account holder | $466 | $4,835-90.4% | $6,835-93.2% | $5,404-91.4% |