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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 | $85,462 | $73,009+17.1% | $90,760-5.8% | $68,486+24.8% |
| Participation rate | 51.4% | 70.8%-19.4pp | 75.7%-24.3pp | 67.9%-16.5pp |
| Annual return | -6.51% | -13.81%+7.3pp | -12.16%+5.6pp | -7.85%+1.3pp |
| Employer contribution / active EE | $1,013 | $2,193-53.8% | $2,922-65.3% | $2,597-61.0% |
| Participant deferral / active EE | $1,318 | $3,626-63.6% | $4,565-71.1% | $4,028-67.3% |
| Admin fee / account holder | $18,155 | $5,896+207.9% | $8,444+115.0% | $5,404+236.0% |