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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 | $76,652 | $105,861-27.6% | $90,756-15.5% | $134,509-43.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -13.62% | -10.99%-2.6pp | -12.16%-1.5pp | 418.13%-431.8pp |
| Employer contribution / active EE | $687 | $3,463-80.2% | $2,922-76.5% | $4,741-85.5% |
| Participant deferral / active EE | $917 | $5,217-82.4% | $4,565-79.9% | $6,400-85.7% |
| Admin fee / account holder | $14,061 | $13,938+0.9% | $8,445+66.5% | $11,427+23.1% |