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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 | $77,742 | $65,437+18.8% | $86,698-10.3% | $66,949+16.1% |
| Participation rate | 57.3% | 75.5%-18.2pp | 76.6%-19.3pp | 69.8%-12.5pp |
| Annual return | -15.60% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $825 | $2,154-61.7% | $2,837-70.9% | $2,545-67.6% |
| Participant deferral / active EE | $1,765 | $4,102-57.0% | $4,656-62.1% | $4,239-58.4% |
| Admin fee / account holder | $63,687 | $642+9824.2% | $7,492+750.1% | $594+10629.4% |