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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 | $119,026 | $81,870+45.4% | $119,634-0.5% | $68,490+73.8% |
| Participation rate | 57.9% | 71.9%-14.0pp | 79.3%-21.4pp | 67.9%-10.0pp |
| Annual return | -13.59% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,067 | $2,692-60.4% | $4,232-74.8% | $2,597-58.9% |
| Participant deferral / active EE | $1,816 | $4,148-56.2% | $5,601-67.6% | $4,028-54.9% |
| Admin fee / account holder | $5,268 | $6,583-20.0% | $10,329-49.0% | $5,403-2.5% |