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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 | $79,468 | $62,583+27.0% | $76,767+3.5% | $64,173+23.8% |
| Participation rate | 45.2% | 72.8%-27.7pp | 77.0%-31.8pp | 69.6%-24.4pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $637 | $1,832-65.3% | $2,485-74.4% | $2,381-73.3% |
| Participant deferral / active EE | $1,314 | $3,145-58.2% | $3,852-65.9% | $3,470-62.1% |
| Admin fee / account holder | $2,674 | $4,667-42.7% | $6,675-59.9% | $4,887-45.3% |