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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 | $67,385 | $82,678-18.5% | $125,391-46.3% | $68,490-1.6% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,053 | $3,382-68.9% | $4,816-78.1% | $2,597-59.5% |
| Participant deferral / active EE | $1,678 | $6,111-72.5% | $7,448-77.5% | $4,028-58.3% |
| Admin fee / account holder | $807 | $6,277-87.2% | $10,009-91.9% | $5,403-85.1% |