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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 | $57,769 | $71,878-19.6% | $86,698-33.4% | $68,486-15.6% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -11.25% | 3.53%-14.8pp | 35.95%-47.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $668 | $2,173-69.3% | $2,837-76.5% | $2,597-74.3% |
| Participant deferral / active EE | $971 | $3,779-74.3% | $4,656-79.1% | $4,028-75.9% |
| Admin fee / account holder | $33,735 | $6,113+451.9% | $7,493+350.2% | $5,404+524.3% |