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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 | $45,090 | $49,280-8.5% | $67,313-33.0% | $64,173-29.7% |
| Participation rate | 38.1% | 60.8%-22.7pp | 69.1%-31.0pp | 69.6%-31.5pp |
| Annual return | -4.71% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $434 | $1,668-74.0% | $2,566-83.1% | $2,381-81.8% |
| Participant deferral / active EE | $560 | $2,484-77.5% | $3,568-84.3% | $3,470-83.9% |
| Admin fee / account holder | $3,842 | $3,863-0.5% | $4,507-14.8% | $4,887-21.4% |