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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 | $31,497 | $77,817-59.5% | $123,553-74.5% | $64,173-50.9% |
| Participation rate | 46.9% | 74.7%-27.8pp | 82.3%-35.4pp | 69.6%-22.6pp |
| Annual return | -5.66% | 12.49%-18.1pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $587 | $3,014-80.5% | $4,628-87.3% | $2,381-75.3% |
| Participant deferral / active EE | $1,183 | $5,240-77.4% | $6,426-81.6% | $3,470-65.9% |
| Admin fee / account holder | $361 | $5,519-93.5% | $9,284-96.1% | $4,887-92.6% |