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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 | $101,984 | $77,817+31.1% | $123,553-17.5% | $64,173+58.9% |
| Participation rate | 36.8% | 74.7%-37.9pp | 82.3%-45.5pp | 69.6%-32.8pp |
| Annual return | -7.06% | 12.49%-19.5pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $699 | $3,014-76.8% | $4,628-84.9% | $2,381-70.6% |
| Participant deferral / active EE | $1,781 | $5,240-66.0% | $6,426-72.3% | $3,470-48.7% |
| Admin fee / account holder | $8,505 | $5,519+54.1% | $9,284-8.4% | $4,887+74.0% |