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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 | $65,326 | $64,729+0.9% | $112,263-41.8% | $68,490-4.6% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -14.17% | -11.40%-2.8pp | 27.49%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $15,254 | $2,746+455.5% | $3,636+319.5% | $2,597+487.4% |
| Participant deferral / active EE | $236 | $3,566-93.4% | $4,729-95.0% | $4,028-94.1% |
| Admin fee / account holder | $27,885 | $5,222+434.0% | $6,410+335.0% | $5,403+416.1% |