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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 | $36,463 | $54,162-32.7% | $68,612-46.9% | $64,173-43.2% |
| Participation rate | 24.2% | 68.1%-43.8pp | 72.2%-48.0pp | 69.6%-45.4pp |
| Annual return | -6.34% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $405 | $1,846-78.0% | $2,625-84.6% | $2,381-83.0% |
| Participant deferral / active EE | $839 | $2,626-68.1% | $3,311-74.7% | $3,470-75.8% |
| Admin fee / account holder | $2,777 | $4,029-31.1% | $5,131-45.9% | $4,887-43.2% |