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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 | $71,367 | $83,045-14.1% | $130,045-45.1% | $71,511-0.2% |
| Participation rate | 54.1% | 74.1%-20.1pp | 78.5%-24.4pp | 67.9%-13.9pp |
| Annual return | 15.62% | 20.61%-5.0pp | -137.30%+152.9pp | 28.86%-13.2pp |
| Employer contribution / active EE | $1,892 | $2,623-27.9% | $4,321-56.2% | $2,589-26.9% |
| Participant deferral / active EE | $1,175 | $4,436-73.5% | $5,820-79.8% | $4,291-72.6% |
| Admin fee / account holder | $10,071 | $1,727+483.2% | $10,600-5.0% | $1,588+534.0% |