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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 | $48,663 | $45,872+6.1% | $77,096-36.9% | $68,486-28.9% |
| Participation rate | 52.0% | 55.9%-3.9pp | 67.9%-15.9pp | 67.9%-15.9pp |
| Annual return | -9.12% | 1.73%-10.8pp | 42.35%-51.5pp | -7.85%-1.3pp |
| Employer contribution / active EE | $469 | $1,650-71.6% | $2,814-83.3% | $2,597-82.0% |
| Participant deferral / active EE | $741 | $2,963-75.0% | $4,429-83.3% | $4,028-81.6% |
| Admin fee / account holder | $4,419 | $3,041+45.3% | $5,428-18.6% | $5,404-18.2% |