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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 | $83,140 | $127,387-34.7% | $115,038-27.7% | $125,389-33.7% |
| Participation rate | 52.2% | 84.2%-32.0pp | 81.4%-29.2pp | 83.2%-31.0pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,693 | $5,166-67.2% | $4,608-63.3% | $4,866-65.2% |
| Participant deferral / active EE | $659 | $6,423-89.7% | $6,026-89.1% | $5,352-87.7% |
| Admin fee / account holder | $8,553 | $9,516-10.1% | $8,175+4.6% | $9,541-10.4% |