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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 | $33,316 | $63,924-47.9% | $108,582-69.3% | $55,167-39.6% |
| Participation rate | 59.0% | 74.3%-15.3pp | 79.6%-20.5pp | 69.0%-9.9pp |
| Annual return | 6.24% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $810 | $1,879-56.9% | $3,758-78.5% | $1,963-58.8% |
| Participant deferral / active EE | $1,086 | $3,067-64.6% | $4,311-74.8% | $3,054-64.4% |
| Admin fee / account holder | $3,381 | $618+447.4% | $7,645-55.8% | $504+570.9% |