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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 | $82,562 | $53,546+54.2% | $69,890+18.1% | $68,490+20.5% |
| Participation rate | 68.0% | 64.5%+3.5pp | 70.5%-2.5pp | 67.9%+0.1pp |
| Annual return | -17.55% | -13.87%-3.7pp | 190.84%-208.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,623 | $2,019+29.9% | $2,560+2.4% | $2,597+1.0% |
| Participant deferral / active EE | $567 | $2,957-80.8% | $3,848-85.3% | $4,028-85.9% |
| Admin fee / account holder | $21,235 | $4,693+352.5% | $6,267+238.8% | $5,403+293.0% |