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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 | $41,100 | $59,186-30.6% | $76,768-46.5% | $56,287-27.0% |
| Participation rate | 67.9% | 75.2%-7.3pp | 77.0%-9.0pp | 69.9%-1.9pp |
| Annual return | -1.27% | 6.62%-7.9pp | 2.43%-3.7pp | -9.96%+8.7pp |
| Employer contribution / active EE | $804 | $1,759-54.3% | $2,485-67.6% | $2,111-61.9% |
| Participant deferral / active EE | $1,498 | $3,255-54.0% | $3,852-61.1% | $3,350-55.3% |
| Admin fee / account holder | $2,035 | $489+316.0% | $6,675-69.5% | $521+290.6% |