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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 | $78,274 | $81,870-4.4% | $119,622-34.6% | $68,486+14.3% |
| Participation rate | 29.4% | 71.9%-42.5pp | 79.3%-49.9pp | 67.9%-38.5pp |
| Annual return | -18.73% | -23.82%+5.1pp | -14.98%-3.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $728 | $2,692-73.0% | $4,232-82.8% | $2,597-72.0% |
| Participant deferral / active EE | $1,486 | $4,148-64.2% | $5,601-73.5% | $4,028-63.1% |
| Admin fee / account holder | $9,064 | $6,583+37.7% | $10,328-12.2% | $5,404+67.7% |