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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 | $70,056 | $71,878-2.5% | $86,698-19.2% | $68,486+2.3% |
| Participation rate | 25.7% | 72.2%-46.5pp | 76.6%-50.9pp | 67.9%-42.2pp |
| Annual return | -11.19% | 3.53%-14.7pp | 35.95%-47.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $754 | $2,173-65.3% | $2,837-73.4% | $2,597-71.0% |
| Participant deferral / active EE | $1,431 | $3,779-62.1% | $4,656-69.3% | $4,028-64.5% |
| Admin fee / account holder | $60,523 | $6,113+890.1% | $7,493+707.8% | $5,404+1020.0% |