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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 | $60,301 | $84,518-28.7% | $67,704-10.9% | $125,389-51.9% |
| Participation rate | 55.0% | 74.8%-19.8pp | 67.5%-12.5pp | 83.2%-28.2pp |
| Annual return | -2.34% | 2.57%-4.9pp | 25.41%-27.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,250 | $3,292-62.0% | $2,559-51.2% | $4,866-74.3% |
| Participant deferral / active EE | $476 | $4,430-89.3% | $3,585-86.7% | $5,352-91.1% |
| Admin fee / account holder | $2,682 | $5,340-49.8% | $4,255-37.0% | $9,541-71.9% |