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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 | $25,721 | $77,816-66.9% | $123,552-79.2% | $64,173-59.9% |
| Participation rate | 69.3% | 74.7%-5.4pp | 82.3%-13.0pp | 69.6%-0.2pp |
| Annual return | -6.14% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $741 | $3,014-75.4% | $4,628-84.0% | $2,381-68.9% |
| Participant deferral / active EE | $1,877 | $5,240-64.2% | $6,426-70.8% | $3,470-45.9% |
| Admin fee / account holder | $7,725 | $5,519+40.0% | $9,285-16.8% | $4,887+58.1% |