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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 | $86,715 | $95,915-9.6% | $79,580+9.0% | $134,532-35.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -16.47% | -2.71%-13.8pp | 0.15%-16.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $705 | $3,129-77.5% | $2,413-70.8% | $4,741-85.1% |
| Participant deferral / active EE | $1,132 | $4,693-75.9% | $3,985-71.6% | $6,401-82.3% |
| Admin fee / account holder | $697 | $9,132-92.4% | $6,835-89.8% | $11,429-93.9% |