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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 | $23,896 | $56,484-57.7% | $169,452-85.9% | $64,173-62.8% |
| Participation rate | 46.0% | 64.5%-18.6pp | 77.8%-31.8pp | 69.6%-23.6pp |
| Annual return | -4.22% | -1.55%-2.7pp | 1.83%-6.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $755 | $1,832-58.8% | $4,157-81.8% | $2,381-68.3% |
| Participant deferral / active EE | $1,096 | $3,448-68.2% | $5,277-79.2% | $3,470-68.4% |
| Admin fee / account holder | $5,724 | $4,174+37.1% | $9,110-37.2% | $4,887+17.1% |