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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 | $73,167 | $81,870-10.6% | $119,622-38.8% | $68,486+6.8% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -13.12% | -23.82%+10.7pp | -14.98%+1.9pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,198 | $2,692-55.5% | $4,232-71.7% | $2,597-53.9% |
| Participant deferral / active EE | $1,312 | $4,148-68.4% | $5,601-76.6% | $4,028-67.4% |
| Admin fee / account holder | $402 | $6,583-93.9% | $10,328-96.1% | $5,404-92.6% |