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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 | $53,739 | $81,870-34.4% | $119,634-55.1% | $68,490-21.5% |
| Participation rate | 42.3% | 71.9%-29.6pp | 79.3%-37.0pp | 67.9%-25.6pp |
| Annual return | -11.77% | -23.82%+12.1pp | -14.98%+3.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,062 | $2,692-60.6% | $4,232-74.9% | $2,597-59.1% |
| Participant deferral / active EE | $1,398 | $4,148-66.3% | $5,601-75.0% | $4,028-65.3% |
| Admin fee / account holder | $16,822 | $6,583+155.5% | $10,329+62.9% | $5,403+211.4% |