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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 | $34,699 | $48,364-28.3% | $71,796-51.7% | $62,881-44.8% |
| Participation rate | 60.9% | 60.6%+0.2pp | 69.1%-8.2pp | 69.3%-8.4pp |
| Annual return | 7.41% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $342 | $1,042-67.2% | $1,924-82.2% | $2,281-85.0% |
| Participant deferral / active EE | $833 | $2,091-60.2% | $2,794-70.2% | $3,203-74.0% |
| Admin fee / account holder | $2,111 | $3,771-44.0% | $4,815-56.2% | $4,296-50.9% |