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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 | $32,981 | $73,863-55.3% | $143,797-77.1% | $68,490-51.8% |
| Participation rate | 47.6% | 66.7%-19.1pp | 80.3%-32.8pp | 67.9%-20.3pp |
| Annual return | -7.67% | 0.91%-8.6pp | -0.04%-7.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $609 | $3,185-80.9% | $4,952-87.7% | $2,597-76.5% |
| Participant deferral / active EE | $709 | $3,385-79.1% | $5,638-87.4% | $4,028-82.4% |
| Admin fee / account holder | $2,364 | $5,756-58.9% | $14,679-83.9% | $5,403-56.2% |