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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 | $68,622 | $71,873-4.5% | $86,698-20.8% | $68,490+0.2% |
| Participation rate | 58.1% | 72.2%-14.2pp | 76.6%-18.5pp | 67.9%-9.8pp |
| Annual return | -7.96% | 3.54%-11.5pp | 35.96%-43.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $1,765 | $2,173-18.8% | $2,837-37.8% | $2,597-32.0% |
| Participant deferral / active EE | $1,454 | $3,779-61.5% | $4,656-68.8% | $4,028-63.9% |
| Admin fee / account holder | $6,434 | $6,110+5.3% | $7,492-14.1% | $5,403+19.1% |