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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 | $72,442 | $53,162+36.3% | $91,227-20.6% | $68,490+5.8% |
| Participation rate | 26.7% | 63.2%-36.5pp | 73.2%-46.5pp | 67.9%-41.2pp |
| Annual return | -15.67% | -3.14%-12.5pp | 114.14%-129.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $605 | $1,709-64.6% | $2,851-78.8% | $2,597-76.7% |
| Participant deferral / active EE | $844 | $2,974-71.6% | $4,234-80.1% | $4,028-79.1% |
| Admin fee / account holder | $3,142 | $4,493-30.1% | $5,423-42.1% | $5,403-41.8% |