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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 | $53,384 | $59,819-10.8% | $79,583-32.9% | $68,490-22.1% |
| Participation rate | 49.2% | 61.1%-11.8pp | 69.5%-20.3pp | 67.9%-18.7pp |
| Annual return | -12.36% | -12.30%-0.1pp | 0.16%-12.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $663 | $1,505-56.0% | $2,414-72.6% | $2,597-74.5% |
| Participant deferral / active EE | $1,203 | $3,025-60.2% | $3,986-69.8% | $4,028-70.1% |
| Admin fee / account holder | $7,773 | $4,835+60.8% | $6,835+13.7% | $5,403+43.9% |