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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 | $30,135 | $50,947-40.9% | $74,551-59.6% | $64,173-53.0% |
| Participation rate | 47.8% | 61.1%-13.2pp | 69.1%-21.3pp | 69.6%-21.7pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,461 | $1,115+31.0% | $1,961-25.5% | $2,381-38.6% |
| Participant deferral / active EE | $544 | $2,302-76.3% | $3,108-82.5% | $3,470-84.3% |
| Admin fee / account holder | $6,446 | $4,221+52.7% | $5,059+27.4% | $4,887+31.9% |