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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 | $104,510 | $86,705+20.5% | $73,309+42.6% | $125,393-16.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | -2.89% | 2.78%-5.7pp | 5.67%-8.6pp | 282.23%-285.1pp |
| Employer contribution / active EE | $1,420 | $4,152-65.8% | $3,237-56.1% | $4,866-70.8% |
| Participant deferral / active EE | $1,420 | $5,549-74.4% | $4,991-71.6% | $5,351-73.5% |
| Admin fee / account holder | $1,039 | $7,772-86.6% | $5,637-81.6% | $9,541-89.1% |