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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 | $29,538 | $77,816-62.0% | $123,552-76.1% | $64,173-54.0% |
| Participation rate | 43.9% | 74.7%-30.8pp | 82.3%-38.4pp | 69.6%-25.7pp |
| Annual return | -4.36% | 12.49%-16.8pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $758 | $3,014-74.9% | $4,628-83.6% | $2,381-68.2% |
| Participant deferral / active EE | $1,131 | $5,240-78.4% | $6,426-82.4% | $3,470-67.4% |
| Admin fee / account holder | $14,375 | $5,519+160.5% | $9,285+54.8% | $4,887+194.1% |