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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 | $45,703 | $87,546-47.8% | $75,784-39.7% | $125,389-63.6% |
| Participation rate | 54.2% | 80.2%-26.0pp | 75.8%-21.7pp | 83.2%-29.0pp |
| Annual return | -1.59% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $7,043 | $3,930+79.2% | $3,323+111.9% | $4,866+44.7% |
| Participant deferral / active EE | $439 | $4,230-89.6% | $3,652-88.0% | $5,352-91.8% |
| Admin fee / account holder | $6,749 | $6,503+3.8% | $5,300+27.3% | $9,541-29.3% |