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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 | $88,910 | $59,813+48.6% | $79,580+11.7% | $68,486+29.8% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.5%-33.1pp | 67.9%-31.5pp |
| Annual return | -15.74% | -12.30%-3.4pp | 0.15%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $710 | $1,505-52.8% | $2,413-70.6% | $2,597-72.6% |
| Participant deferral / active EE | $776 | $3,024-74.3% | $3,985-80.5% | $4,028-80.7% |
| Admin fee / account holder | $40,132 | $4,835+730.1% | $6,835+487.1% | $5,404+642.7% |