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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 | $60,414 | $54,162+11.5% | $68,612-11.9% | $64,173-5.9% |
| Participation rate | 23.4% | 68.1%-44.6pp | 72.2%-48.8pp | 69.6%-46.1pp |
| Annual return | -5.03% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $355 | $1,846-80.8% | $2,625-86.5% | $2,381-85.1% |
| Participant deferral / active EE | $917 | $2,626-65.1% | $3,311-72.3% | $3,470-73.6% |
| Admin fee / account holder | $7,017 | $4,029+74.2% | $5,131+36.8% | $4,887+43.6% |