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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 | $94,684 | $82,678+14.5% | $125,391-24.5% | $68,490+38.2% |
| Participation rate | 22.7% | 75.1%-52.3pp | 82.4%-59.7pp | 67.9%-45.2pp |
| Annual return | -12.30% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,217 | $3,382-64.0% | $4,816-74.7% | $2,597-53.1% |
| Participant deferral / active EE | $701 | $6,111-88.5% | $7,448-90.6% | $4,028-82.6% |
| Admin fee / account holder | $720 | $6,277-88.5% | $10,009-92.8% | $5,403-86.7% |