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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 | $78,376 | $55,449+41.3% | $83,850-6.5% | $56,287+39.2% |
| Participation rate | 13.7% | 68.0%-54.3pp | 76.1%-62.4pp | 69.9%-56.1pp |
| Annual return | -6.69% | -1.38%-5.3pp | 850.92%-857.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $565 | $2,430-76.8% | $3,631-84.4% | $2,111-73.3% |
| Participant deferral / active EE | $1,079 | $2,935-63.3% | $4,082-73.6% | $3,350-67.8% |
| Admin fee / account holder | $2,481 | $656+278.2% | $5,478-54.7% | $521+376.2% |