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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 | $60,171 | $59,834+0.6% | $79,576-24.4% | $68,495-12.2% |
| Participation rate | 42.4% | 61.1%-18.6pp | 69.5%-27.1pp | 67.9%-25.5pp |
| Annual return | -19.05% | -12.30%-6.8pp | 0.15%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $849 | $3,024-71.9% | $3,985-78.7% | $4,028-78.9% |
| Admin fee / account holder | $2,760 | $4,835-42.9% | $6,834-59.6% | $5,403-48.9% |