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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 | $70,994 | $110,083-35.5% | $151,645-53.2% | $68,490+3.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | -17.68% | -10.12%-7.6pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,191 | $4,470-51.0% | $6,165-64.5% | $2,597-15.6% |
| Participant deferral / active EE | $2,960 | $6,526-54.6% | $8,363-64.6% | $4,028-26.5% |
| Admin fee / account holder | $7,529 | $7,718-2.4% | $11,614-35.2% | $5,403+39.4% |