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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 | $72,754 | $82,674-12.0% | $125,363-42.0% | $68,495+6.2% |
| Participation rate | 35.7% | 75.0%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -8.30% | -5.97%-2.3pp | 572.15%-580.4pp | -7.84%-0.5pp |
| Employer contribution / active EE | $931 | $3,382-72.5% | $4,815-80.7% | $2,596-64.1% |
| Participant deferral / active EE | $2,447 | $6,111-60.0% | $7,447-67.1% | $4,028-39.2% |
| Admin fee / account holder | $6,146 | $6,276-2.1% | $10,005-38.6% | $5,403+13.7% |