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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 | $47,061 | $77,816-39.5% | $123,552-61.9% | $64,173-26.7% |
| Participation rate | 19.5% | 74.7%-55.2pp | 82.3%-62.8pp | 69.6%-50.1pp |
| Annual return | -2.55% | 12.49%-15.0pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $556 | $3,014-81.6% | $4,628-88.0% | $2,381-76.7% |
| Participant deferral / active EE | $1,093 | $5,240-79.1% | $6,426-83.0% | $3,470-68.5% |
| Admin fee / account holder | $3,556 | $5,519-35.6% | $9,285-61.7% | $4,887-27.2% |