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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 | $58,611 | $59,813-2.0% | $79,580-26.3% | $68,486-14.4% |
| Participation rate | 21.2% | 61.1%-39.9pp | 69.5%-48.3pp | 67.9%-46.7pp |
| Annual return | -17.82% | -12.30%-5.5pp | 0.15%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $566 | $1,505-62.4% | $2,413-76.5% | $2,597-78.2% |
| Participant deferral / active EE | $1,141 | $3,024-62.3% | $3,985-71.4% | $4,028-71.7% |
| Admin fee / account holder | $21,207 | $4,835+338.6% | $6,835+210.3% | $5,404+292.4% |