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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 | $60,710 | $53,162+14.2% | $91,225-33.5% | $68,495-11.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 73.2%-33.2pp | 67.9%-27.9pp |
| Annual return | -16.38% | -3.14%-13.2pp | 114.10%-130.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $620 | $1,709-63.7% | $2,851-78.3% | $2,596-76.1% |
| Participant deferral / active EE | $956 | $2,974-67.8% | $4,234-77.4% | $4,028-76.3% |
| Admin fee / account holder | $678 | $4,493-84.9% | $5,422-87.5% | $5,403-87.4% |