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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 | $49,991 | $42,548+17.5% | $74,551-32.9% | $56,289-11.2% |
| Participation rate | 24.0% | 60.5%-36.4pp | 69.1%-45.1pp | 69.9%-45.8pp |
| Annual return | -6.03% | 12.40%-18.4pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $482 | $855-43.6% | $1,961-75.4% | $2,111-77.2% |
| Participant deferral / active EE | $625 | $2,277-72.6% | $3,108-79.9% | $3,350-81.3% |
| Admin fee / account holder | $3,512 | $467+651.9% | $5,059-30.6% | $521+574.2% |