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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 | $108,953 | $110,083-1.0% | $151,639-28.1% | $68,486+59.1% |
| Participation rate | 61.4% | 84.0%-22.6pp | 87.5%-26.1pp | 67.9%-6.5pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.34%-18.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,661 | $4,470+49.0% | $6,165+8.0% | $2,597+156.5% |
| Participant deferral / active EE | $839 | $6,526-87.1% | $8,363-90.0% | $4,028-79.2% |
| Admin fee / account holder | $11,653 | $7,718+51.0% | $11,613+0.3% | $5,404+115.6% |