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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 | $46,335 | $82,674-44.0% | $125,363-63.0% | $68,495-32.4% |
| Participation rate | 68.7% | 75.0%-6.4pp | 82.4%-13.7pp | 67.9%+0.8pp |
| Annual return | -11.61% | -5.97%-5.6pp | 572.15%-583.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,455 | $3,382-57.0% | $4,815-69.8% | $2,596-44.0% |
| Participant deferral / active EE | $2,175 | $6,111-64.4% | $7,447-70.8% | $4,028-46.0% |
| Admin fee / account holder | $3,382 | $6,276-46.1% | $10,005-66.2% | $5,403-37.4% |