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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 | $71,005 | $94,529-24.9% | $140,019-49.3% | $64,181+10.6% |
| Participation rate | 48.6% | 84.1%-35.5pp | 87.5%-38.9pp | 69.6%-21.0pp |
| Annual return | -5.34% | 7.77%-13.1pp | 651.15%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,528 | $3,812-59.9% | $5,605-72.7% | $2,381-35.8% |
| Participant deferral / active EE | $2,255 | $5,250-57.0% | $6,927-67.4% | $3,470-35.0% |
| Admin fee / account holder | $6,007 | $6,741-10.9% | $10,705-43.9% | $4,887+22.9% |