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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 | $75,899 | $91,537-17.1% | $130,045-41.6% | $75,173+1.0% |
| Participation rate | 60.2% | 71.5%-11.2pp | 78.5%-18.3pp | 67.2%-7.0pp |
| Annual return | 15.53% | -631.55%+647.1pp | -137.30%+152.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,096 | $2,845-61.5% | $4,321-74.6% | $2,671-59.0% |
| Participant deferral / active EE | $1,823 | $4,343-58.0% | $5,820-68.7% | $4,126-55.8% |
| Admin fee / account holder | $3,445 | $6,780-49.2% | $10,600-67.5% | $5,651-39.0% |