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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 | $78,638 | $81,870-3.9% | $119,622-34.3% | $68,486+14.8% |
| Participation rate | 41.1% | 71.9%-30.8pp | 79.3%-38.2pp | 67.9%-26.8pp |
| Annual return | -15.51% | -23.82%+8.3pp | -14.98%-0.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,199 | $2,692-55.4% | $4,232-71.7% | $2,597-53.8% |
| Participant deferral / active EE | $1,783 | $4,148-57.0% | $5,601-68.2% | $4,028-55.7% |
| Admin fee / account holder | $5,192 | $6,583-21.1% | $10,328-49.7% | $5,404-3.9% |