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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 | $79,392 | $49,177+61.4% | $79,467-0.1% | $64,173+23.7% |
| Participation rate | 12.3% | 65.0%-52.7pp | 73.3%-61.0pp | 69.6%-57.3pp |
| Annual return | -5.82% | -1.16%-4.7pp | 718.30%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $305 | $2,076-85.3% | $2,800-89.1% | $2,381-87.2% |
| Participant deferral / active EE | $640 | $2,821-77.3% | $3,704-82.7% | $3,470-81.5% |
| Admin fee / account holder | $7,716 | $3,839+101.0% | $5,104+51.2% | $4,887+57.9% |