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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 | $70,239 | $81,870-14.2% | $119,608-41.3% | $68,495+2.5% |
| Participation rate | 48.4% | 71.9%-23.5pp | 79.3%-30.9pp | 67.9%-19.5pp |
| Annual return | -13.84% | -23.82%+10.0pp | -14.98%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $699 | $2,692-74.0% | $4,232-83.5% | $2,596-73.1% |
| Participant deferral / active EE | $1,212 | $4,148-70.8% | $5,601-78.4% | $4,028-69.9% |
| Admin fee / account holder | $1,102 | $6,583-83.3% | $10,326-89.3% | $5,403-79.6% |