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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 | $57,326 | $45,566+25.8% | $64,105-10.6% | $59,633-3.9% |
| Participation rate | 60.3% | 60.2%+0.2pp | 68.2%-7.8pp | 68.7%-8.3pp |
| Annual return | -2.62% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $654 | $934-30.0% | $1,820-64.1% | $2,203-70.3% |
| Participant deferral / active EE | $885 | $2,057-56.9% | $2,822-68.6% | $3,192-72.3% |
| Admin fee / account holder | $1,430 | $3,268-56.2% | $4,499-68.2% | $4,297-66.7% |