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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 | $41,140 | $53,546-23.2% | $69,884-41.1% | $68,486-39.9% |
| Participation rate | 46.3% | 64.5%-18.2pp | 70.5%-24.1pp | 67.9%-21.6pp |
| Annual return | -18.26% | -13.87%-4.4pp | 190.81%-209.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $490 | $2,019-75.7% | $2,560-80.9% | $2,597-81.1% |
| Participant deferral / active EE | $804 | $2,957-72.8% | $3,848-79.1% | $4,028-80.0% |
| Admin fee / account holder | $1,349 | $4,693-71.2% | $6,266-78.5% | $5,404-75.0% |