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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 | $32,813 | $43,344-24.3% | $59,899-45.2% | $64,173-48.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | -4.10% | -1.55%-2.5pp | 3.46%-7.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,051 | $2,030-48.2% | $2,723-61.4% | $2,381-55.9% |
| Participant deferral / active EE | $697 | $2,547-72.6% | $3,402-79.5% | $3,470-79.9% |
| Admin fee / account holder | $314 | $3,008-89.5% | $3,592-91.2% | $4,887-93.6% |