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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 | $19,147 | $58,600-67.3% | $83,327-77.0% | $64,173-70.2% |
| Participation rate | 51.1% | 72.0%-21.0pp | 77.8%-26.7pp | 69.6%-18.5pp |
| Annual return | -4.79% | 9.66%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,044 | $2,098-50.2% | $3,379-69.1% | $2,381-56.1% |
| Participant deferral / active EE | $542 | $4,656-88.4% | $5,565-90.3% | $3,470-84.4% |
| Admin fee / account holder | $5,537 | $9,282-40.3% | $7,540-26.6% | $4,887+13.3% |