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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 | $66,561 | $64,716+2.9% | $112,258-40.7% | $68,495-2.8% |
| Participation rate | 24.5% | 67.2%-42.6pp | 75.1%-50.5pp | 67.9%-43.4pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.47%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $824 | $2,746-70.0% | $3,636-77.3% | $2,596-68.3% |
| Participant deferral / active EE | $1,344 | $3,565-62.3% | $4,728-71.6% | $4,028-66.6% |
| Admin fee / account holder | $1,433 | $5,232-72.6% | $6,411-77.6% | $5,403-73.5% |