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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 | $17,974 | $56,484-68.2% | $169,452-89.4% | $64,173-72.0% |
| Participation rate | 48.1% | 64.5%-16.4pp | 77.8%-29.6pp | 69.6%-21.4pp |
| Annual return | -5.34% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $482 | $1,832-73.7% | $4,157-88.4% | $2,381-79.8% |
| Participant deferral / active EE | $1,026 | $3,448-70.3% | $5,277-80.6% | $3,470-70.4% |
| Admin fee / account holder | $933 | $4,174-77.6% | $9,110-89.8% | $4,887-80.9% |