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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 | $18,575 | $50,947-63.5% | $74,551-75.1% | $64,173-71.1% |
| Participation rate | 64.9% | 61.1%+3.9pp | 69.1%-4.2pp | 69.6%-4.7pp |
| Annual return | -6.25% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $375 | $1,115-66.4% | $1,961-80.9% | $2,381-84.2% |
| Participant deferral / active EE | $745 | $2,302-67.6% | $3,108-76.0% | $3,470-78.5% |
| Admin fee / account holder | $2,234 | $4,221-47.1% | $5,059-55.9% | $4,887-54.3% |