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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 | $76,629 | $81,870-6.4% | $119,634-35.9% | $68,490+11.9% |
| Participation rate | 45.6% | 71.9%-26.3pp | 79.3%-33.7pp | 67.9%-22.3pp |
| Annual return | -10.99% | -23.82%+12.8pp | -14.98%+4.0pp | -7.85%-3.1pp |
| Employer contribution / active EE | $981 | $2,692-63.5% | $4,232-76.8% | $2,597-62.2% |
| Participant deferral / active EE | $1,816 | $4,148-56.2% | $5,601-67.6% | $4,028-54.9% |
| Admin fee / account holder | $5,973 | $6,583-9.3% | $10,329-42.2% | $5,403+10.5% |