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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 | $99,015 | $82,674+19.8% | $125,381-21.0% | $68,486+44.6% |
| Participation rate | 36.7% | 75.1%-38.4pp | 82.4%-45.7pp | 67.9%-31.2pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $917 | $3,382-72.9% | $4,815-81.0% | $2,597-64.7% |
| Participant deferral / active EE | $2,426 | $6,111-60.3% | $7,448-67.4% | $4,028-39.8% |
| Admin fee / account holder | $14,512 | $6,277+131.2% | $10,007+45.0% | $5,404+168.5% |