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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 | $85,813 | $131,835-34.9% | $108,582-21.0% | $273,972-68.7% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 9.72% | -91.57%+101.3pp | -51.70%+61.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,205 | $4,913-75.5% | $3,758-67.9% | $4,869-75.3% |
| Participant deferral / active EE | $1,251 | $5,127-75.6% | $4,311-71.0% | $5,287-76.3% |
| Admin fee / account holder | $431 | $10,253-95.8% | $7,645-94.4% | $10,133-95.7% |