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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 | $40,100 | $50,947-21.3% | $74,549-46.2% | $64,173-37.5% |
| Participation rate | 21.4% | 61.1%-39.6pp | 69.1%-47.7pp | 69.6%-48.1pp |
| Annual return | -4.49% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $479 | $1,115-57.1% | $1,961-75.6% | $2,381-79.9% |
| Participant deferral / active EE | $951 | $2,302-58.7% | $3,108-69.4% | $3,470-72.6% |
| Admin fee / account holder | $23,107 | $4,221+447.4% | $5,059+356.7% | $4,887+372.8% |