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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 | $31,649 | $62,583-49.4% | $76,767-58.8% | $64,173-50.7% |
| Participation rate | 55.3% | 72.8%-17.5pp | 77.0%-21.6pp | 69.6%-14.3pp |
| Annual return | -5.38% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $430 | $1,832-76.5% | $2,485-82.7% | $2,381-81.9% |
| Participant deferral / active EE | $1,060 | $3,145-66.3% | $3,852-72.5% | $3,470-69.5% |
| Admin fee / account holder | $4,666 | $4,6670% | $6,675-30.1% | $4,887-4.5% |