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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 | $71,465 | $110,083-35.1% | $151,639-52.9% | $68,486+4.3% |
| Participation rate | 64.6% | 84.0%-19.4pp | 87.5%-22.9pp | 67.9%-3.3pp |
| Annual return | -12.44% | -10.12%-2.3pp | 3.34%-15.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,944 | $4,470-56.5% | $6,165-68.5% | $2,597-25.2% |
| Participant deferral / active EE | $2,616 | $6,526-59.9% | $8,363-68.7% | $4,028-35.0% |
| Admin fee / account holder | $6,059 | $7,718-21.5% | $11,613-47.8% | $5,404+12.1% |