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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 | $27,369 | $50,958-46.3% | $74,552-63.3% | $64,181-57.4% |
| Participation rate | 55.9% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.7pp |
| Annual return | -6.48% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $358 | $1,115-67.9% | $1,961-81.7% | $2,381-85.0% |
| Participant deferral / active EE | $875 | $2,301-62.0% | $3,108-71.8% | $3,470-74.8% |
| Admin fee / account holder | $2,668 | $4,223-36.8% | $5,060-47.3% | $4,887-45.4% |