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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 | $79,841 | $71,878+11.1% | $86,698-7.9% | $68,486+16.6% |
| Participation rate | 40.5% | 72.2%-31.7pp | 76.6%-36.0pp | 67.9%-27.4pp |
| Annual return | -12.43% | 3.53%-16.0pp | 35.95%-48.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,837-73.3% | $2,597-70.8% |
| Participant deferral / active EE | $1,077 | $3,779-71.5% | $4,656-76.9% | $4,028-73.3% |
| Admin fee / account holder | $76,839 | $6,113+1157.1% | $7,493+925.5% | $5,404+1321.9% |