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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 | $39,273 | $73,863-46.8% | $143,797-72.7% | $68,490-42.7% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -8.43% | 0.91%-9.3pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $656 | $3,185-79.4% | $4,952-86.7% | $2,597-74.7% |
| Participant deferral / active EE | $656 | $3,385-80.6% | $5,638-88.4% | $4,028-83.7% |
| Admin fee / account holder | $989 | $5,756-82.8% | $14,679-93.3% | $5,403-81.7% |