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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 | $61,152 | $110,083-44.4% | $151,639-59.7% | $68,486-10.7% |
| Participation rate | 57.3% | 84.0%-26.6pp | 87.5%-30.2pp | 67.9%-10.6pp |
| Annual return | -12.97% | -10.12%-2.9pp | 3.34%-16.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,946 | $4,470-56.5% | $6,165-68.4% | $2,597-25.0% |
| Participant deferral / active EE | $2,195 | $6,526-66.4% | $8,363-73.8% | $4,028-45.5% |
| Admin fee / account holder | $5,143 | $7,718-33.4% | $11,613-55.7% | $5,404-4.8% |