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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 | $120,114 | $59,819+100.8% | $79,583+50.9% | $68,490+75.4% |
| Participation rate | 26.7% | 61.1%-34.4pp | 69.5%-42.8pp | 67.9%-41.2pp |
| Annual return | -11.81% | -12.30%+0.5pp | 0.16%-12.0pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,500 | $1,505+66.1% | $2,414+3.6% | $2,597-3.7% |
| Participant deferral / active EE | $1,149 | $3,025-62.0% | $3,986-71.2% | $4,028-71.5% |
| Admin fee / account holder | $439 | $4,835-90.9% | $6,835-93.6% | $5,403-91.9% |