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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 | $25,342 | $45,566-44.4% | $64,105-60.5% | $59,633-57.5% |
| Participation rate | 60.5% | 60.2%+0.4pp | 68.2%-7.6pp | 68.7%-8.1pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $250 | $934-73.2% | $1,820-86.2% | $2,203-88.6% |
| Participant deferral / active EE | $869 | $2,057-57.7% | $2,822-69.2% | $3,192-72.8% |
| Admin fee / account holder | $1,778 | $3,268-45.6% | $4,499-60.5% | $4,297-58.6% |