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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 | $47,520 | $61,660-22.9% | $80,022-40.6% | $64,173-25.9% |
| Participation rate | 35.7% | 71.7%-36.0pp | 75.8%-40.1pp | 69.6%-33.9pp |
| Annual return | -5.24% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $411 | $1,810-77.3% | $2,468-83.4% | $2,381-82.7% |
| Participant deferral / active EE | $993 | $2,968-66.5% | $3,686-73.1% | $3,470-71.4% |
| Admin fee / account holder | $1,133 | $5,417-79.1% | $6,521-82.6% | $4,887-76.8% |