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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 | $50,724 | $52,836-4.0% | $105,738-52.0% | $64,173-21.0% |
| Participation rate | 59.7% | 66.5%-6.8pp | 76.3%-16.6pp | 69.6%-9.9pp |
| Annual return | -6.28% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,970 | $1,827+7.9% | $3,268-39.7% | $2,381-17.2% |
| Participant deferral / active EE | $773 | $2,545-69.6% | $4,080-81.0% | $3,470-77.7% |
| Admin fee / account holder | $5,332 | $3,959+34.7% | $6,913-22.9% | $4,887+9.1% |