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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 | $15,232 | $42,383-64.1% | $76,523-80.1% | $64,181-76.3% |
| Participation rate | 57.6% | 58.1%-0.6pp | 68.0%-10.4pp | 69.6%-12.0pp |
| Annual return | -5.08% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,502 | $1,563-3.9% | $2,647-43.2% | $2,381-36.9% |
| Participant deferral / active EE | $401 | $2,566-84.4% | $3,835-89.6% | $3,470-88.5% |
| Admin fee / account holder | $10,735 | $3,198+235.7% | $4,848+121.4% | $4,887+119.7% |