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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 | $82,323 | $87,705-6.1% | $63,517+29.6% | $125,393-34.3% |
| Participation rate | 53.8% | 77.0%-23.2pp | 71.0%-17.2pp | 83.2%-29.3pp |
| Annual return | -3.15% | 21.70%-24.8pp | -70.30%+67.1pp | 282.23%-285.4pp |
| Employer contribution / active EE | $817 | $3,601-77.3% | $2,322-64.8% | $4,866-83.2% |
| Participant deferral / active EE | $409 | $3,939-89.6% | $2,953-86.1% | $5,351-92.4% |
| Admin fee / account holder | $983 | $11,948-91.8% | $5,892-83.3% | $9,541-89.7% |