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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 | $67,695 | $53,546+26.4% | $69,884-3.1% | $68,486-1.2% |
| Participation rate | 23.7% | 64.5%-40.8pp | 70.5%-46.8pp | 67.9%-44.2pp |
| Annual return | -12.99% | -13.87%+0.9pp | 190.81%-203.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $416 | $2,019-79.4% | $2,560-83.7% | $2,597-84.0% |
| Participant deferral / active EE | $613 | $2,957-79.3% | $3,848-84.1% | $4,028-84.8% |
| Admin fee / account holder | $9,787 | $4,693+108.6% | $6,266+56.2% | $5,404+81.1% |