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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 | $33,523 | $59,813-44.0% | $79,580-57.9% | $68,486-51.1% |
| Participation rate | 9.7% | 61.1%-51.4pp | 69.5%-59.8pp | 67.9%-58.2pp |
| Annual return | -14.40% | -12.30%-2.1pp | 0.15%-14.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $486 | $1,505-67.7% | $2,413-79.9% | $2,597-81.3% |
| Participant deferral / active EE | $605 | $3,024-80.0% | $3,985-84.8% | $4,028-85.0% |
| Admin fee / account holder | $565 | $4,835-88.3% | $6,835-91.7% | $5,404-89.5% |