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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 | $75,980 | $82,314-7.7% | $68,808+10.4% | $134,532-43.5% |
| Participation rate | 22.2% | 75.1%-52.8pp | 69.0%-46.8pp | 81.2%-59.0pp |
| Annual return | -15.09% | -2.18%-12.9pp | -6.37%-8.7pp | 418.27%-433.4pp |
| Employer contribution / active EE | $769 | $3,301-76.7% | $2,656-71.0% | $4,741-83.8% |
| Participant deferral / active EE | $962 | $4,740-79.7% | $3,942-75.6% | $6,401-85.0% |
| Admin fee / account holder | $5,239 | $6,484-19.2% | $4,936+6.1% | $11,429-54.2% |