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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 | $36,378 | $42,383-14.2% | $76,523-52.5% | $64,181-43.3% |
| Participation rate | 15.5% | 58.1%-42.7pp | 68.0%-52.5pp | 69.6%-54.1pp |
| Annual return | -4.26% | -16.54%+12.3pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $222 | $1,563-85.8% | $2,647-91.6% | $2,381-90.7% |
| Participant deferral / active EE | $504 | $2,566-80.4% | $3,835-86.9% | $3,470-85.5% |
| Admin fee / account holder | $1,792 | $3,198-44.0% | $4,848-63.0% | $4,887-63.3% |