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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 | $32,410 | $67,411-51.9% | $91,004-64.4% | $70,126-53.8% |
| Participation rate | 45.9% | 71.4%-25.5pp | 75.6%-29.7pp | 69.5%-23.6pp |
| Annual return | 12.54% | -40.16%+52.7pp | 4.60%+7.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $698 | $1,786-60.9% | $2,456-71.6% | $2,343-70.2% |
| Participant deferral / active EE | $792 | $2,823-72.0% | $3,548-77.7% | $3,332-76.2% |
| Admin fee / account holder | $1,026 | $4,236-75.8% | $5,417-81.1% | $4,645-77.9% |