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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 | $61,821 | $59,813+3.4% | $79,580-22.3% | $68,486-9.7% |
| Participation rate | 67.1% | 61.1%+6.1pp | 69.5%-2.4pp | 67.9%-0.8pp |
| Annual return | -5.70% | -12.30%+6.6pp | 0.15%-5.9pp | -7.85%+2.2pp |
| Employer contribution / active EE | $451 | $1,505-70.0% | $2,413-81.3% | $2,597-82.6% |
| Participant deferral / active EE | $879 | $3,024-70.9% | $3,985-77.9% | $4,028-78.2% |
| Admin fee / account holder | $6,070 | $4,835+25.6% | $6,835-11.2% | $5,404+12.3% |