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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 | $56,641 | $45,825+23.6% | $90,657-37.5% | $56,289+0.6% |
| Participation rate | 33.3% | 66.7%-33.4pp | 74.0%-40.7pp | 69.9%-36.5pp |
| Annual return | -4.54% | 38.64%-43.2pp | 1.89%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $449 | $1,372-67.3% | $2,532-82.3% | $2,111-78.8% |
| Participant deferral / active EE | $783 | $2,562-69.5% | $3,424-77.1% | $3,350-76.6% |
| Admin fee / account holder | $1,663 | $413+303.1% | $4,994-66.7% | $521+219.3% |