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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 | $87,282 | $81,870+6.6% | $119,608-27.0% | $68,495+27.4% |
| Participation rate | 19.2% | 71.9%-52.7pp | 79.3%-60.1pp | 67.9%-48.7pp |
| Annual return | -17.85% | -23.82%+6.0pp | -14.98%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $742 | $2,692-72.4% | $4,232-82.5% | $2,596-71.4% |
| Participant deferral / active EE | $1,158 | $4,148-72.1% | $5,601-79.3% | $4,028-71.3% |
| Admin fee / account holder | $3,392 | $6,583-48.5% | $10,326-67.2% | $5,403-37.2% |