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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 | $28,661 | $64,716-55.7% | $112,258-74.5% | $68,495-58.2% |
| Participation rate | 65.1% | 67.2%-2.0pp | 75.1%-9.9pp | 67.9%-2.8pp |
| Annual return | 80.38% | -11.40%+91.8pp | 27.47%+52.9pp | -7.84%+88.2pp |
| Employer contribution / active EE | $2,174 | $2,746-20.8% | $3,636-40.2% | $2,596-16.3% |
| Participant deferral / active EE | $1,102 | $3,565-69.1% | $4,728-76.7% | $4,028-72.6% |
| Admin fee / account holder | $5,962 | $5,232+14.0% | $6,411-7.0% | $5,403+10.3% |