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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 | $61,477 | $50,958+20.6% | $74,552-17.5% | $64,181-4.2% |
| Participation rate | 19.2% | 61.1%-41.8pp | 69.1%-49.9pp | 69.6%-50.3pp |
| Annual return | -2.30% | -1.86%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $368 | $1,115-67.0% | $1,961-81.2% | $2,381-84.5% |
| Participant deferral / active EE | $824 | $2,301-64.2% | $3,108-73.5% | $3,470-76.2% |
| Admin fee / account holder | $4,370 | $4,223+3.5% | $5,060-13.6% | $4,887-10.6% |