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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 | $98,993 | $100,811-1.8% | $86,698+14.2% | $134,545-26.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.50% | 29.11%-47.6pp | 35.96%-54.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,654 | $3,490-52.6% | $2,837-41.7% | $4,742-65.1% |
| Participant deferral / active EE | $577 | $5,339-89.2% | $4,656-87.6% | $6,401-91.0% |
| Admin fee / account holder | $626 | $10,926-94.3% | $7,492-91.6% | $11,431-94.5% |