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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 | $139,100 | $64,719+114.9% | $112,249+23.9% | $68,486+103.1% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -12.66% | -11.40%-1.3pp | 27.48%-40.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $842 | $2,747-69.4% | $3,636-76.9% | $2,597-67.6% |
| Participant deferral / active EE | $1,451 | $3,565-59.3% | $4,729-69.3% | $4,028-64.0% |
| Admin fee / account holder | $6,053 | $5,232+15.7% | $6,412-5.6% | $5,404+12.0% |