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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 | $101,629 | $73,019+39.2% | $90,766+12.0% | $68,490+48.4% |
| Participation rate | 20.7% | 70.8%-50.1pp | 75.7%-55.0pp | 67.9%-47.2pp |
| Annual return | -9.30% | -13.81%+4.5pp | -12.16%+2.9pp | -7.85%-1.4pp |
| Employer contribution / active EE | $1,685 | $2,193-23.2% | $2,922-42.3% | $2,597-35.1% |
| Participant deferral / active EE | $62 | $3,626-98.3% | $4,565-98.6% | $4,028-98.5% |
| Admin fee / account holder | $1,840 | $5,897-68.8% | $8,446-78.2% | $5,403-65.9% |