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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 | $45,472 | $50,947-10.7% | $74,549-39.0% | $64,173-29.1% |
| Participation rate | 62.2% | 61.1%+1.2pp | 69.1%-6.9pp | 69.6%-7.3pp |
| Annual return | -4.48% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $708 | $2,302-69.2% | $3,108-77.2% | $3,470-79.6% |
| Admin fee / account holder | $729 | $4,221-82.7% | $5,059-85.6% | $4,887-85.1% |