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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 | $41,178 | $62,586-34.2% | $76,766-46.4% | $64,181-35.8% |
| Participation rate | 45.0% | 72.8%-27.8pp | 77.0%-32.0pp | 69.6%-24.6pp |
| Annual return | -6.50% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $553 | $1,832-69.8% | $2,485-77.7% | $2,381-76.8% |
| Participant deferral / active EE | $1,400 | $3,145-55.5% | $3,851-63.7% | $3,470-59.7% |
| Admin fee / account holder | $1,344 | $4,667-71.2% | $6,675-79.9% | $4,887-72.5% |