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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 | $65,338 | $73,009-10.5% | $90,756-28.0% | $68,495-4.6% |
| Participation rate | 54.7% | 70.8%-16.2pp | 75.7%-21.0pp | 67.9%-13.2pp |
| Annual return | -11.37% | -13.81%+2.4pp | -12.16%+0.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $631 | $2,193-71.2% | $2,922-78.4% | $2,596-75.7% |
| Participant deferral / active EE | $1,526 | $3,626-57.9% | $4,565-66.6% | $4,028-62.1% |
| Admin fee / account holder | $55,671 | $5,896+844.3% | $8,445+559.2% | $5,403+930.3% |