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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 | $23,788 | $50,947-53.3% | $74,551-68.1% | $64,173-62.9% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.1%-33.1pp | 69.6%-33.6pp |
| Annual return | -5.72% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $261 | $1,115-76.6% | $1,961-86.7% | $2,381-89.0% |
| Participant deferral / active EE | $997 | $2,302-56.7% | $3,108-67.9% | $3,470-71.3% |
| Admin fee / account holder | $3,150 | $4,221-25.4% | $5,059-37.7% | $4,887-35.6% |