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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 | $33,523 | $43,338-22.6% | $59,887-44.0% | $64,173-47.8% |
| Participation rate | 54.3% | 69.2%-14.9pp | 74.7%-20.4pp | 69.6%-15.3pp |
| Annual return | -3.53% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $477 | $2,030-76.5% | $2,722-82.5% | $2,381-80.0% |
| Participant deferral / active EE | $760 | $2,547-70.1% | $3,402-77.6% | $3,470-78.1% |
| Admin fee / account holder | $7,924 | $3,007+163.5% | $3,591+120.6% | $4,887+62.1% |