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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 | $28,321 | $77,816-63.6% | $123,552-77.1% | $64,173-55.9% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.1pp |
| Annual return | -4.74% | 12.49%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $553 | $3,014-81.6% | $4,628-88.0% | $2,381-76.8% |
| Participant deferral / active EE | $1,327 | $5,240-74.7% | $6,426-79.3% | $3,470-61.7% |
| Admin fee / account holder | $974 | $5,519-82.4% | $9,285-89.5% | $4,887-80.1% |