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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 | $37,964 | $77,816-51.2% | $123,552-69.3% | $64,173-40.8% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -6.53% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $566 | $3,014-81.2% | $4,628-87.8% | $2,381-76.2% |
| Participant deferral / active EE | $1,600 | $5,240-69.5% | $6,426-75.1% | $3,470-53.9% |
| Admin fee / account holder | $1,412 | $5,519-74.4% | $9,285-84.8% | $4,887-71.1% |