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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 | $64,016 | $49,177+30.2% | $79,467-19.4% | $64,173-0.2% |
| Participation rate | 37.2% | 65.0%-27.8pp | 73.3%-36.1pp | 69.6%-32.3pp |
| Annual return | -4.14% | -1.16%-3.0pp | 718.30%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $361 | $2,076-82.6% | $2,800-87.1% | $2,381-84.8% |
| Participant deferral / active EE | $758 | $2,821-73.1% | $3,704-79.5% | $3,470-78.1% |
| Admin fee / account holder | $2,607 | $3,839-32.1% | $5,104-48.9% | $4,887-46.7% |