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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 | $164,747 | $59,813+175.4% | $79,580+107.0% | $68,486+140.6% |
| Participation rate | 28.4% | 61.1%-32.6pp | 69.5%-41.1pp | 67.9%-39.5pp |
| Annual return | -14.92% | -12.30%-2.6pp | 0.15%-15.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $409 | $1,505-72.9% | $2,413-83.1% | $2,597-84.3% |
| Participant deferral / active EE | $625 | $3,024-79.4% | $3,985-84.3% | $4,028-84.5% |
| Admin fee / account holder | $6,999 | $4,835+44.8% | $6,835+2.4% | $5,404+29.5% |