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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 | $55,167 | $163,960-66.4% | $68,794-19.8% | - |
| Participation rate | 58.6% | 66.2%-7.6pp | 69.0%-10.4pp | - |
| Annual return | -14.78% | -11.87%-2.9pp | -6.37%-8.4pp | - |
| Employer contribution / active EE | $1,462 | $2,306-36.6% | $2,656-44.9% | - |
| Participant deferral / active EE | $2,671 | $3,979-32.9% | $3,941-32.2% | - |
| Admin fee / account holder | $2,430 | $34,394-92.9% | $4,934-50.8% | - |