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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 | $98,189 | $73,019+34.5% | $90,766+8.2% | $68,490+43.4% |
| Participation rate | 36.0% | 70.8%-34.8pp | 75.7%-39.7pp | 67.9%-31.9pp |
| Annual return | -7.49% | -13.81%+6.3pp | -12.16%+4.7pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,157 | $2,193-47.2% | $2,922-60.4% | $2,597-55.5% |
| Participant deferral / active EE | $1,581 | $3,626-56.4% | $4,565-65.4% | $4,028-60.7% |
| Admin fee / account holder | $1,154 | $5,897-80.4% | $8,446-86.3% | $5,403-78.6% |