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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 | $53,632 | $50,947+5.3% | $74,549-28.1% | $64,173-16.4% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.7pp | 69.6%-29.1pp |
| Annual return | -2.56% | -1.85%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $598 | $1,115-46.4% | $1,961-69.5% | $2,381-74.9% |
| Participant deferral / active EE | $974 | $2,302-57.7% | $3,108-68.7% | $3,470-71.9% |
| Admin fee / account holder | $30,295 | $4,221+617.7% | $5,059+498.8% | $4,887+519.9% |