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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 | $33,005 | $65,125-49.3% | $143,797-77.0% | $66,949-50.7% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.9pp | 69.8%-39.4pp |
| Annual return | -10.49% | -11.13%+0.6pp | -0.04%-10.4pp | 1.57%-12.1pp |
| Employer contribution / active EE | $441 | $2,362-81.3% | $4,952-91.1% | $2,545-82.7% |
| Participant deferral / active EE | $777 | $2,920-73.4% | $5,638-86.2% | $4,239-81.7% |
| Admin fee / account holder | $5,021 | $503+898.9% | $14,679-65.8% | $594+746.0% |