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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 | $72,585 | $71,872+1.0% | $86,691-16.3% | $68,495+6.0% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -16.17% | 3.53%-19.7pp | 35.94%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,105 | $2,173+42.9% | $2,837+9.5% | $2,596+19.6% |
| Participant deferral / active EE | $847 | $3,779-77.6% | $4,656-81.8% | $4,028-79.0% |
| Admin fee / account holder | $16,614 | $6,112+171.8% | $7,492+121.8% | $5,403+207.5% |