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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 | $72,773 | $82,678-12.0% | $125,391-42.0% | $68,490+6.3% |
| Participation rate | 40.7% | 75.1%-34.3pp | 82.4%-41.6pp | 67.9%-27.2pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,128 | $3,382-66.6% | $4,816-76.6% | $2,597-56.6% |
| Participant deferral / active EE | $2,069 | $6,111-66.1% | $7,448-72.2% | $4,028-48.6% |
| Admin fee / account holder | $1,079 | $6,277-82.8% | $10,009-89.2% | $5,403-80.0% |