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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 | $49,576 | $65,453-24.3% | $86,698-42.8% | $66,938-25.9% |
| Participation rate | 61.1% | 75.5%-14.4pp | 76.6%-15.5pp | 69.8%-8.7pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.95%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $986 | $2,154-54.2% | $2,837-65.3% | $2,545-61.3% |
| Participant deferral / active EE | $1,671 | $4,102-59.3% | $4,656-64.1% | $4,238-60.6% |
| Admin fee / account holder | $4,259 | $642+563.6% | $7,493-43.2% | $594+617.6% |