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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 | $60,271 | $50,947+18.3% | $74,551-19.2% | $64,173-6.1% |
| Participation rate | 43.9% | 61.1%-17.1pp | 69.1%-25.2pp | 69.6%-25.6pp |
| Annual return | -4.85% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $424 | $1,115-61.9% | $1,961-78.4% | $2,381-82.2% |
| Participant deferral / active EE | $985 | $2,302-57.2% | $3,108-68.3% | $3,470-71.6% |
| Admin fee / account holder | $4,212 | $4,221-0.2% | $5,059-16.7% | $4,887-13.8% |