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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 | $63,246 | $62,583+1.1% | $76,767-17.6% | $64,173-1.4% |
| Participation rate | 44.8% | 72.8%-28.0pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -4.59% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,360 | $3,145-56.7% | $3,852-64.7% | $3,470-60.8% |
| Admin fee / account holder | $6,575 | $4,667+40.9% | $6,675-1.5% | $4,887+34.5% |