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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 | $48,036 | $64,716-25.8% | $112,258-57.2% | $68,495-29.9% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -15.74% | -11.40%-4.3pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,814 | $2,746+2.5% | $3,636-22.6% | $2,596+8.4% |
| Participant deferral / active EE | $80 | $3,565-97.7% | $4,728-98.3% | $4,028-98.0% |
| Admin fee / account holder | $10,099 | $5,232+93.0% | $6,411+57.5% | $5,403+86.9% |