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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 | $84,336 | $58,600+43.9% | $83,327+1.2% | $64,173+31.4% |
| Participation rate | 54.5% | 72.0%-17.5pp | 77.8%-23.2pp | 69.6%-15.0pp |
| Annual return | -4.69% | 9.66%-14.3pp | 10.64%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $338 | $2,098-83.9% | $3,379-90.0% | $2,381-85.8% |
| Participant deferral / active EE | $1,279 | $4,656-72.5% | $5,565-77.0% | $3,470-63.1% |
| Admin fee / account holder | $7,693 | $9,282-17.1% | $7,540+2.0% | $4,887+57.4% |