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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 | $35,673 | $62,583-43.0% | $76,767-53.5% | $64,173-44.4% |
| Participation rate | 52.9% | 72.8%-19.9pp | 77.0%-24.0pp | 69.6%-16.6pp |
| Annual return | -7.40% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $416 | $1,832-77.3% | $2,485-83.3% | $2,381-82.5% |
| Participant deferral / active EE | $1,399 | $3,145-55.5% | $3,852-63.7% | $3,470-59.7% |
| Admin fee / account holder | $1,368 | $4,667-70.7% | $6,675-79.5% | $4,887-72.0% |