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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 | $45,708 | $50,947-10.3% | $74,551-38.7% | $64,173-28.8% |
| Participation rate | 48.4% | 61.1%-12.7pp | 69.1%-20.8pp | 69.6%-21.2pp |
| Annual return | -5.77% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $456 | $1,115-59.2% | $1,961-76.8% | $2,381-80.9% |
| Participant deferral / active EE | $706 | $2,302-69.3% | $3,108-77.3% | $3,470-79.7% |
| Admin fee / account holder | $4,161 | $4,221-1.4% | $5,059-17.8% | $4,887-14.9% |