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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 | $127,259 | $77,817+63.5% | $123,553+3.0% | $64,173+98.3% |
| Participation rate | 19.4% | 74.7%-55.4pp | 82.3%-62.9pp | 69.6%-50.2pp |
| Annual return | -6.13% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $586 | $3,014-80.6% | $4,628-87.3% | $2,381-75.4% |
| Participant deferral / active EE | $875 | $5,240-83.3% | $6,426-86.4% | $3,470-74.8% |
| Admin fee / account holder | $6,947 | $5,519+25.9% | $9,284-25.2% | $4,887+42.1% |