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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 | $31,441 | $71,872-56.3% | $86,691-63.7% | $68,495-54.1% |
| Participation rate | 52.9% | 72.2%-19.3pp | 76.6%-23.6pp | 67.9%-15.0pp |
| Annual return | -13.08% | 3.53%-16.6pp | 35.94%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $902 | $2,173-58.5% | $2,837-68.2% | $2,596-65.3% |
| Participant deferral / active EE | $1,270 | $3,779-66.4% | $4,656-72.7% | $4,028-68.5% |
| Admin fee / account holder | $2,221 | $6,112-63.7% | $7,492-70.4% | $5,403-58.9% |