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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 | $33,641 | $71,873-53.2% | $86,698-61.2% | $68,490-50.9% |
| Participation rate | 40.4% | 72.2%-31.9pp | 76.6%-36.2pp | 67.9%-27.5pp |
| Annual return | -14.65% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $718 | $2,173-67.0% | $2,837-74.7% | $2,597-72.3% |
| Participant deferral / active EE | $970 | $3,779-74.3% | $4,656-79.2% | $4,028-75.9% |
| Admin fee / account holder | $5,471 | $6,110-10.5% | $7,492-27.0% | $5,403+1.3% |