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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 | $101,025 | $97,020+4.1% | $83,327+21.2% | $135,380-25.4% |
| Participation rate | 56.3% | 80.4%-24.2pp | 77.8%-21.5pp | 82.6%-26.4pp |
| Annual return | -8.15% | 12.31%-20.5pp | 10.64%-18.8pp | 519.81%-528.0pp |
| Employer contribution / active EE | $823 | $4,144-80.1% | $3,379-75.6% | $4,779-82.8% |
| Participant deferral / active EE | $1,532 | $5,964-74.3% | $5,565-72.5% | $5,609-72.7% |
| Admin fee / account holder | $424 | $8,426-95.0% | $7,540-94.4% | $10,828-96.1% |