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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 | $69,853 | $72,404-3.5% | $110,243-36.6% | $64,173+8.9% |
| Participation rate | 43.3% | 73.3%-30.0pp | 79.8%-36.5pp | 69.6%-26.2pp |
| Annual return | -5.82% | -6.29%+0.5pp | 314.76%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $993 | $2,282-56.5% | $3,827-74.1% | $2,381-58.3% |
| Participant deferral / active EE | $1,263 | $3,469-63.6% | $4,672-73.0% | $3,470-63.6% |
| Admin fee / account holder | $5,751 | $5,664+1.5% | $8,548-32.7% | $4,887+17.7% |