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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 | $24,767 | $59,813-58.6% | $79,580-68.9% | $68,486-63.8% |
| Participation rate | 61.6% | 61.1%+0.6pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | -12.05% | -12.30%+0.2pp | 0.15%-12.2pp | -7.85%-4.2pp |
| Employer contribution / active EE | $782 | $1,505-48.1% | $2,413-67.6% | $2,597-69.9% |
| Participant deferral / active EE | $1,028 | $3,024-66.0% | $3,985-74.2% | $4,028-74.5% |
| Admin fee / account holder | $1,839 | $4,835-62.0% | $6,835-73.1% | $5,404-66.0% |