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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 | $71,276 | $82,674-13.8% | $125,381-43.2% | $68,486+4.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $870 | $3,382-74.3% | $4,815-81.9% | $2,597-66.5% |
| Participant deferral / active EE | $1,340 | $6,111-78.1% | $7,448-82.0% | $4,028-66.7% |
| Admin fee / account holder | $2,070 | $6,277-67.0% | $10,007-79.3% | $5,404-61.7% |