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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 | $30,890 | $56,484-45.3% | $169,452-81.8% | $64,173-51.9% |
| Participation rate | 38.9% | 64.5%-25.7pp | 77.8%-38.9pp | 69.6%-30.7pp |
| Annual return | -5.92% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $435 | $1,832-76.2% | $4,157-89.5% | $2,381-81.7% |
| Participant deferral / active EE | $909 | $3,448-73.6% | $5,277-82.8% | $3,470-73.8% |
| Admin fee / account holder | $2,970 | $4,174-28.8% | $9,110-67.4% | $4,887-39.2% |