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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 | $76,175 | $72,404+5.2% | $110,243-30.9% | $64,173+18.7% |
| Participation rate | 27.4% | 73.3%-45.9pp | 79.8%-52.4pp | 69.6%-42.2pp |
| Annual return | -5.91% | -6.29%+0.4pp | 314.76%-320.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,827-83.6% | $2,381-73.7% |
| Participant deferral / active EE | $1,286 | $3,469-62.9% | $4,672-72.5% | $3,470-62.9% |
| Admin fee / account holder | $10,049 | $5,664+77.4% | $8,548+17.6% | $4,887+105.6% |