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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 | $70,840 | $77,816-9.0% | $123,552-42.7% | $64,173+10.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -2.77% | 12.49%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $634 | $3,014-79.0% | $4,628-86.3% | $2,381-73.4% |
| Participant deferral / active EE | $1,431 | $5,240-72.7% | $6,426-77.7% | $3,470-58.7% |
| Admin fee / account holder | $6,982 | $5,519+26.5% | $9,285-24.8% | $4,887+42.9% |