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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 | $82,280 | $71,891+14.5% | $86,690-5.1% | $68,498+20.1% |
| Participation rate | 38.2% | 72.2%-34.0pp | 76.6%-38.3pp | 67.9%-29.7pp |
| Annual return | -15.34% | 3.53%-18.9pp | 35.93%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $809 | $2,173-62.8% | $2,837-71.5% | $2,596-68.8% |
| Participant deferral / active EE | $1,592 | $3,779-57.9% | $4,656-65.8% | $4,027-60.5% |
| Admin fee / account holder | $1,450 | $6,112-76.3% | $7,490-80.6% | $5,403-73.2% |