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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 | $54,721 | $71,873-23.9% | $86,698-36.9% | $68,490-20.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -17.60% | 3.54%-21.1pp | 35.96%-53.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $610 | $3,779-83.9% | $4,656-86.9% | $4,028-84.8% |
| Admin fee / account holder | $6,961 | $6,110+13.9% | $7,492-7.1% | $5,403+28.8% |