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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 | $74,954 | $110,083-31.9% | $151,628-50.6% | $68,495+9.4% |
| Participation rate | 64.9% | 84.0%-19.0pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -15.62% | -10.12%-5.5pp | 3.34%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,553 | $4,470-65.2% | $6,165-74.8% | $2,596-40.2% |
| Participant deferral / active EE | $2,993 | $6,526-54.1% | $8,363-64.2% | $4,028-25.7% |
| Admin fee / account holder | $16,526 | $7,718+114.1% | $11,613+42.3% | $5,403+205.8% |