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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 | $30,878 | $59,834-48.4% | $79,576-61.2% | $68,495-54.9% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.5%-11.8pp | 67.9%-10.2pp |
| Annual return | -16.99% | -12.30%-4.7pp | 0.15%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $689 | $1,505-54.3% | $2,413-71.5% | $2,596-73.5% |
| Participant deferral / active EE | $1,001 | $3,024-66.9% | $3,985-74.9% | $4,028-75.1% |
| Admin fee / account holder | $395 | $4,835-91.8% | $6,834-94.2% | $5,403-92.7% |