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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 | $87,530 | $59,834+46.3% | $79,576+10.0% | $68,495+27.8% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.5%-32.6pp | 67.9%-31.0pp |
| Annual return | -16.10% | -12.30%-3.8pp | 0.15%-16.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $758 | $1,505-49.6% | $2,413-68.6% | $2,596-70.8% |
| Participant deferral / active EE | $1,153 | $3,024-61.9% | $3,985-71.1% | $4,028-71.4% |
| Admin fee / account holder | $14,662 | $4,835+203.2% | $6,834+114.5% | $5,403+171.4% |