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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 | $15,847 | $45,872-65.5% | $77,100-79.4% | $68,490-76.9% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.8pp |
| Annual return | -17.58% | 1.73%-19.3pp | 42.35%-59.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,168 | $1,650+92.1% | $2,815+12.5% | $2,597+22.0% |
| Participant deferral / active EE | $710 | $2,963-76.0% | $4,430-84.0% | $4,028-82.4% |
| Admin fee / account holder | $7,626 | $3,041+150.8% | $5,443+40.1% | $5,403+41.2% |