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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 | $59,127 | $167,533-64.7% | $151,645-61.0% | $134,545-56.1% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.5%-19.3pp | 81.2%-13.1pp |
| Annual return | -15.42% | 7.81%-23.2pp | 3.34%-18.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,677 | $6,828-75.4% | $6,165-72.8% | $4,742-64.6% |
| Participant deferral / active EE | $2,397 | $8,985-73.3% | $8,363-71.3% | $6,401-62.6% |
| Admin fee / account holder | $3,207 | $13,781-76.7% | $11,614-72.4% | $11,431-71.9% |