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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 | $47,008 | $77,816-39.6% | $123,552-62.0% | $64,173-26.7% |
| Participation rate | 57.9% | 74.7%-16.8pp | 82.3%-24.4pp | 69.6%-11.7pp |
| Annual return | -5.64% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,642 | $3,014-45.5% | $4,628-64.5% | $2,381-31.0% |
| Participant deferral / active EE | $2,123 | $5,240-59.5% | $6,426-67.0% | $3,470-38.8% |
| Admin fee / account holder | $5,105 | $5,519-7.5% | $9,285-45.0% | $4,887+4.5% |