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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 | $56,005 | $81,870-31.6% | $119,622-53.2% | $68,486-18.2% |
| Participation rate | 59.3% | 71.9%-12.6pp | 79.3%-20.0pp | 67.9%-8.6pp |
| Annual return | -16.72% | -23.82%+7.1pp | -14.98%-1.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $758 | $2,692-71.8% | $4,232-82.1% | $2,597-70.8% |
| Participant deferral / active EE | $1,769 | $4,148-57.3% | $5,601-68.4% | $4,028-56.1% |
| Admin fee / account holder | $703 | $6,583-89.3% | $10,328-93.2% | $5,404-87.0% |