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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 | $132,038 | $69,012+91.3% | $160,037-17.5% | $68,490+92.8% |
| Participation rate | 21.1% | 65.4%-44.4pp | 78.0%-56.9pp | 67.9%-46.8pp |
| Annual return | -14.86% | -9.65%-5.2pp | 408.95%-423.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $607 | $2,212-72.6% | $4,226-85.6% | $2,597-76.6% |
| Participant deferral / active EE | $607 | $4,212-85.6% | $6,184-90.2% | $4,028-84.9% |
| Admin fee / account holder | $1,771 | $4,798-63.1% | $8,716-79.7% | $5,403-67.2% |