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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 | $29,762 | $81,870-63.6% | $119,622-75.1% | $68,486-56.5% |
| Participation rate | 40.6% | 71.9%-31.3pp | 79.3%-38.6pp | 67.9%-27.3pp |
| Annual return | -15.14% | -23.82%+8.7pp | -14.98%-0.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $714 | $2,692-73.5% | $4,232-83.1% | $2,597-72.5% |
| Participant deferral / active EE | $1,595 | $4,148-61.5% | $5,601-71.5% | $4,028-60.4% |
| Admin fee / account holder | $9,342 | $6,583+41.9% | $10,328-9.5% | $5,404+72.9% |