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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 | $60,136 | $59,819+0.5% | $79,583-24.4% | $68,490-12.2% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -8.20% | -12.30%+4.1pp | 0.16%-8.4pp | -7.85%-0.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $969 | $3,025-68.0% | $3,986-75.7% | $4,028-76.0% |
| Admin fee / account holder | $7,341 | $4,835+51.8% | $6,835+7.4% | $5,403+35.9% |