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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 | $70,839 | $54,355+30.3% | $82,744-14.4% | $68,486+3.4% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -19.09% | -13.67%-5.4pp | 702.22%-721.3pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,994 | $2,219+34.9% | $3,008-0.5% | $2,597+15.3% |
| Participant deferral / active EE | $213 | $3,246-93.4% | $4,395-95.2% | $4,028-94.7% |
| Admin fee / account holder | $1,248 | $4,397-71.6% | $5,325-76.6% | $5,404-76.9% |