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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 | $65,157 | $77,816-16.3% | $123,552-47.3% | $64,173+1.5% |
| Participation rate | 40.0% | 74.7%-34.7pp | 82.3%-42.3pp | 69.6%-29.6pp |
| Annual return | -5.94% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,119 | $3,014-62.9% | $4,628-75.8% | $2,381-53.0% |
| Participant deferral / active EE | $2,199 | $5,240-58.0% | $6,426-65.8% | $3,470-36.6% |
| Admin fee / account holder | $2,002 | $5,519-63.7% | $9,285-78.4% | $4,887-59.0% |