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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 | $44,204 | $58,600-24.6% | $83,327-47.0% | $64,173-31.1% |
| Participation rate | 43.2% | 72.0%-28.8pp | 77.8%-34.5pp | 69.6%-26.3pp |
| Annual return | -5.44% | 9.66%-15.1pp | 10.64%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $362 | $2,098-82.8% | $3,379-89.3% | $2,381-84.8% |
| Participant deferral / active EE | $1,447 | $4,656-68.9% | $5,565-74.0% | $3,470-58.3% |
| Admin fee / account holder | $4,101 | $9,282-55.8% | $7,540-45.6% | $4,887-16.1% |