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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 | $95,769 | $82,674+15.8% | $125,381-23.6% | $68,486+39.8% |
| Participation rate | 63.3% | 75.1%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $831 | $3,382-75.4% | $4,815-82.7% | $2,597-68.0% |
| Participant deferral / active EE | $2,378 | $6,111-61.1% | $7,448-68.1% | $4,028-41.0% |
| Admin fee / account holder | $449 | $6,277-92.9% | $10,007-95.5% | $5,404-91.7% |