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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 | $96,412 | $84,518+14.1% | $67,704+42.4% | $125,389-23.1% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -0.49% | 2.57%-3.1pp | 25.41%-25.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $233 | $3,292-92.9% | $2,559-90.9% | $4,866-95.2% |
| Participant deferral / active EE | $514 | $4,430-88.4% | $3,585-85.7% | $5,352-90.4% |
| Admin fee / account holder | $1,157 | $5,340-78.3% | $4,255-72.8% | $9,541-87.9% |