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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 | $30,859 | $50,947-39.4% | $74,551-58.6% | $64,173-51.9% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.1%-37.0pp | 69.6%-37.4pp |
| Annual return | -0.73% | -1.85%+1.1pp | 32.53%-33.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $283 | $1,115-74.6% | $1,961-85.6% | $2,381-88.1% |
| Participant deferral / active EE | $691 | $2,302-70.0% | $3,108-77.8% | $3,470-80.1% |
| Admin fee / account holder | $9,993 | $4,221+136.7% | $5,059+97.5% | $4,887+104.5% |