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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 | $28,279 | $82,678-65.8% | $125,391-77.4% | $68,490-58.7% |
| Participation rate | 68.4% | 75.1%-6.6pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $951 | $3,382-71.9% | $4,816-80.3% | $2,597-63.4% |
| Participant deferral / active EE | $2,106 | $6,111-65.5% | $7,448-71.7% | $4,028-47.7% |
| Admin fee / account holder | $2,741 | $6,277-56.3% | $10,009-72.6% | $5,403-49.3% |