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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 | $26,837 | $62,583-57.1% | $76,767-65.0% | $64,173-58.2% |
| Participation rate | 38.1% | 72.8%-34.7pp | 77.0%-38.9pp | 69.6%-31.5pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $706 | $1,832-61.5% | $2,485-71.6% | $2,381-70.3% |
| Participant deferral / active EE | $1,292 | $3,145-58.9% | $3,852-66.5% | $3,470-62.8% |
| Admin fee / account holder | $1,805 | $4,667-61.3% | $6,675-73.0% | $4,887-63.1% |