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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 | $61,941 | $50,947+21.6% | $74,551-16.9% | $64,173-3.5% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.1%-32.3pp | 69.6%-32.7pp |
| Annual return | -0.99% | -1.85%+0.9pp | 32.53%-33.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $797 | $2,302-65.4% | $3,108-74.4% | $3,470-77.0% |
| Admin fee / account holder | $3,811 | $4,221-9.7% | $5,059-24.7% | $4,887-22.0% |