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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 | $30,797 | $59,819-48.5% | $79,583-61.3% | $68,490-55.0% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | -18.20% | -12.30%-5.9pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $326 | $1,505-78.3% | $2,414-86.5% | $2,597-87.4% |
| Participant deferral / active EE | $1,114 | $3,025-63.2% | $3,986-72.0% | $4,028-72.3% |
| Admin fee / account holder | $8,132 | $4,835+68.2% | $6,835+19.0% | $5,403+50.5% |