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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 | $61,894 | $72,388-14.5% | $111,392-44.4% | $64,173-3.6% |
| Participation rate | 53.4% | 70.5%-17.1pp | 78.9%-25.4pp | 69.6%-16.1pp |
| Annual return | -4.56% | -1.50%-3.1pp | -2.06%-2.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $672 | $3,000-77.6% | $4,328-84.5% | $2,381-71.8% |
| Participant deferral / active EE | $1,370 | $4,241-67.7% | $5,567-75.4% | $3,470-60.5% |
| Admin fee / account holder | $4,405 | $5,719-23.0% | $12,266-64.1% | $4,887-9.9% |