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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 | $31,443 | $61,660-49.0% | $80,022-60.7% | $64,173-51.0% |
| Participation rate | 27.8% | 71.7%-43.9pp | 75.8%-48.1pp | 69.6%-41.8pp |
| Annual return | -5.55% | -0.33%-5.2pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $405 | $1,810-77.7% | $2,468-83.6% | $2,381-83.0% |
| Participant deferral / active EE | $804 | $2,968-72.9% | $3,686-78.2% | $3,470-76.8% |
| Admin fee / account holder | $484 | $5,417-91.1% | $6,521-92.6% | $4,887-90.1% |