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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 | $71,671 | $43,730+63.9% | $121,220-40.9% | $64,173+11.7% |
| Participation rate | 19.1% | 58.3%-39.2pp | 71.8%-52.6pp | 69.6%-50.5pp |
| Annual return | -7.64% | 68.94%-76.6pp | 16.94%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $382 | $1,297-70.5% | $4,023-90.5% | $2,381-84.0% |
| Participant deferral / active EE | $842 | $2,281-63.1% | $3,345-74.8% | $3,470-75.7% |
| Admin fee / account holder | $2,057 | $3,502-41.3% | $5,021-59.0% | $4,887-57.9% |