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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 | $55,895 | $62,586-10.7% | $76,766-27.2% | $64,181-12.9% |
| Participation rate | 43.2% | 72.8%-29.6pp | 77.0%-33.8pp | 69.6%-26.4pp |
| Annual return | -2.86% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $947 | $1,832-48.3% | $2,485-61.9% | $2,381-60.2% |
| Participant deferral / active EE | $1,227 | $3,145-61.0% | $3,851-68.1% | $3,470-64.6% |
| Admin fee / account holder | $452 | $4,667-90.3% | $6,675-93.2% | $4,887-90.7% |