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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 | $66,538 | $73,009-8.9% | $90,760-26.7% | $68,486-2.8% |
| Participation rate | 42.4% | 70.8%-28.4pp | 75.7%-33.3pp | 67.9%-25.5pp |
| Annual return | -16.52% | -13.81%-2.7pp | -12.16%-4.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $597 | $2,193-72.8% | $2,922-79.6% | $2,597-77.0% |
| Participant deferral / active EE | $1,153 | $3,626-68.2% | $4,565-74.7% | $4,028-71.4% |
| Admin fee / account holder | $16,499 | $5,896+179.9% | $8,444+95.4% | $5,404+205.3% |