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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 | $29,499 | $61,660-52.2% | $80,022-63.1% | $64,181-54.0% |
| Participation rate | 42.9% | 71.7%-28.8pp | 75.8%-33.0pp | 69.6%-26.7pp |
| Annual return | -6.42% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $638 | $1,810-64.8% | $2,468-74.2% | $2,381-73.2% |
| Participant deferral / active EE | $906 | $2,968-69.5% | $3,686-75.4% | $3,470-73.9% |
| Admin fee / account holder | $4,819 | $5,417-11.0% | $6,521-26.1% | $4,887-1.4% |