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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 | $79,229 | $59,813+32.5% | $79,580-0.4% | $68,486+15.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -12.55% | -12.30%-0.3pp | 0.15%-12.7pp | -7.85%-4.7pp |
| Employer contribution / active EE | $7,067 | $1,505+369.5% | $2,413+192.8% | $2,597+172.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,039 | $4,835-78.5% | $6,835-84.8% | $5,404-80.8% |