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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 | $46,129 | $53,162-13.2% | $91,225-49.4% | $68,495-32.7% |
| Participation rate | 30.8% | 63.2%-32.4pp | 73.2%-42.4pp | 67.9%-37.1pp |
| Annual return | -14.57% | -3.14%-11.4pp | 114.10%-128.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $480 | $1,709-71.9% | $2,851-83.2% | $2,596-81.5% |
| Participant deferral / active EE | $605 | $2,974-79.7% | $4,234-85.7% | $4,028-85.0% |
| Admin fee / account holder | $391 | $4,493-91.3% | $5,422-92.8% | $5,403-92.8% |