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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 | $57,900 | $54,162+6.9% | $68,612-15.6% | $64,173-9.8% |
| Participation rate | 42.4% | 68.1%-25.7pp | 72.2%-29.9pp | 69.6%-27.2pp |
| Annual return | -4.97% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $643 | $1,846-65.2% | $2,625-75.5% | $2,381-73.0% |
| Participant deferral / active EE | $847 | $2,626-67.7% | $3,311-74.4% | $3,470-75.6% |
| Admin fee / account holder | $4,015 | $4,029-0.3% | $5,131-21.8% | $4,887-17.9% |