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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 | $24,148 | $50,947-52.6% | $74,551-67.6% | $64,173-62.4% |
| Participation rate | 65.3% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -6.12% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $346 | $1,115-69.0% | $1,961-82.4% | $2,381-85.5% |
| Participant deferral / active EE | $814 | $2,302-64.6% | $3,108-73.8% | $3,470-76.5% |
| Admin fee / account holder | $1,038 | $4,221-75.4% | $5,059-79.5% | $4,887-78.8% |