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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 | $87,778 | $82,674+6.2% | $125,381-30.0% | $68,486+28.2% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -18.42% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,150 | $3,382-66.0% | $4,815-76.1% | $2,597-55.7% |
| Participant deferral / active EE | $1,938 | $6,111-68.3% | $7,448-74.0% | $4,028-51.9% |
| Admin fee / account holder | $7,897 | $6,277+25.8% | $10,007-21.1% | $5,404+46.1% |