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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 | $85,730 | $57,352+49.5% | $83,831+2.3% | $64,173+33.6% |
| Participation rate | 19.8% | 68.6%-48.8pp | 76.1%-56.4pp | 69.6%-49.8pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.99%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $933 | $2,546-63.4% | $3,631-74.3% | $2,381-60.8% |
| Participant deferral / active EE | $1,096 | $2,993-63.4% | $4,082-73.2% | $3,470-68.4% |
| Admin fee / account holder | $1,414 | $4,046-65.1% | $5,479-74.2% | $4,887-71.1% |