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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 | $24,845 | $56,484-56.0% | $169,452-85.3% | $64,173-61.3% |
| Participation rate | 35.7% | 64.5%-28.8pp | 77.8%-42.1pp | 69.6%-33.9pp |
| Annual return | -4.21% | -1.55%-2.7pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $564 | $1,832-69.2% | $4,157-86.4% | $2,381-76.3% |
| Participant deferral / active EE | $834 | $3,448-75.8% | $5,277-84.2% | $3,470-76.0% |
| Admin fee / account holder | $9,100 | $4,174+118.0% | $9,110-0.1% | $4,887+86.2% |