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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 | $107,621 | $77,816+38.3% | $123,552-12.9% | $64,173+67.7% |
| Participation rate | 50.7% | 74.7%-24.0pp | 82.3%-31.6pp | 69.6%-18.9pp |
| Annual return | -3.79% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $731 | $3,014-75.7% | $4,628-84.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,047 | $5,240-80.0% | $6,426-83.7% | $3,470-69.8% |
| Admin fee / account holder | $5,775 | $5,519+4.6% | $9,285-37.8% | $4,887+18.2% |