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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 | $72,709 | $50,947+42.7% | $74,549-2.5% | $64,173+13.3% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.1%-50.4pp | 69.6%-50.8pp |
| Annual return | -6.36% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $403 | $1,115-63.9% | $1,961-79.5% | $2,381-83.1% |
| Participant deferral / active EE | $904 | $2,302-60.7% | $3,108-70.9% | $3,470-74.0% |
| Admin fee / account holder | $4,687 | $4,221+11.0% | $5,059-7.4% | $4,887-4.1% |