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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 | $72,556 | $81,870-11.4% | $119,608-39.3% | $68,495+5.9% |
| Participation rate | 64.3% | 71.9%-7.6pp | 79.3%-15.0pp | 67.9%-3.6pp |
| Annual return | -16.58% | -23.82%+7.2pp | -14.98%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,061 | $2,692-60.6% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $1,562 | $4,148-62.3% | $5,601-72.1% | $4,028-61.2% |
| Admin fee / account holder | $784 | $6,583-88.1% | $10,326-92.4% | $5,403-85.5% |