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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 | $35,633 | $43,730-18.5% | $121,220-70.6% | $64,173-44.5% |
| Participation rate | 26.5% | 58.3%-31.9pp | 71.8%-45.3pp | 69.6%-43.1pp |
| Annual return | -0.80% | 68.94%-69.7pp | 16.94%-17.7pp | 7.63%-8.4pp |
| Employer contribution / active EE | $271 | $1,297-79.1% | $4,023-93.3% | $2,381-88.6% |
| Participant deferral / active EE | $598 | $2,281-73.8% | $3,345-82.1% | $3,470-82.8% |
| Admin fee / account holder | $1,379 | $3,502-60.6% | $5,021-72.5% | $4,887-71.8% |