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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 | $35,427 | $42,917-17.5% | $60,899-41.8% | $68,495-48.3% |
| Participation rate | 22.0% | 66.8%-44.8pp | 73.1%-51.1pp | 67.9%-45.9pp |
| Annual return | -9.68% | -13.99%+4.3pp | 16.92%-26.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $530 | $1,979-73.2% | $2,702-80.4% | $2,596-79.6% |
| Participant deferral / active EE | $758 | $2,867-73.6% | $3,817-80.1% | $4,028-81.2% |
| Admin fee / account holder | $959 | $3,102-69.1% | $3,225-70.3% | $5,403-82.3% |