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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 | $37,744 | $50,947-25.9% | $74,549-49.4% | $64,173-41.2% |
| Participation rate | 35.7% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -6.01% | -1.85%-4.2pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $319 | $1,115-71.4% | $1,961-83.7% | $2,381-86.6% |
| Participant deferral / active EE | $670 | $2,302-70.9% | $3,108-78.5% | $3,470-80.7% |
| Admin fee / account holder | $487 | $4,221-88.5% | $5,059-90.4% | $4,887-90.0% |