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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 | $20,290 | $50,947-60.2% | $74,549-72.8% | $64,173-68.4% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.3pp | 69.6%-17.7pp |
| Annual return | -6.16% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $261 | $1,115-76.6% | $1,961-86.7% | $2,381-89.0% |
| Participant deferral / active EE | $940 | $2,302-59.2% | $3,108-69.8% | $3,470-72.9% |
| Admin fee / account holder | $668 | $4,221-84.2% | $5,059-86.8% | $4,887-86.3% |