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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 | $69,207 | $50,199+37.9% | $69,890-1.0% | $66,949+3.4% |
| Participation rate | 64.7% | 66.3%-1.6pp | 70.5%-5.8pp | 69.8%-5.1pp |
| Annual return | -10.25% | -13.85%+3.6pp | 190.84%-201.1pp | 1.57%-11.8pp |
| Employer contribution / active EE | $734 | $1,864-60.6% | $2,560-71.3% | $2,545-71.2% |
| Participant deferral / active EE | $1,056 | $3,112-66.1% | $3,848-72.6% | $4,239-75.1% |
| Admin fee / account holder | $5,984 | $600+897.8% | $6,267-4.5% | $594+908.1% |