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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 | $89,898 | $82,674+8.7% | $125,381-28.3% | $68,486+31.3% |
| Participation rate | 40.6% | 75.1%-34.4pp | 82.4%-41.8pp | 67.9%-27.3pp |
| Annual return | -17.26% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,432 | $3,382-57.6% | $4,815-70.3% | $2,597-44.8% |
| Participant deferral / active EE | $2,281 | $6,111-62.7% | $7,448-69.4% | $4,028-43.4% |
| Admin fee / account holder | $4,766 | $6,277-24.1% | $10,007-52.4% | $5,404-11.8% |