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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 | $35,450 | $58,600-39.5% | $83,327-57.5% | $64,173-44.8% |
| Participation rate | 44.7% | 72.0%-27.3pp | 77.8%-33.0pp | 69.6%-24.8pp |
| Annual return | -6.87% | 9.66%-16.5pp | 10.64%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $752 | $2,098-64.2% | $3,379-77.8% | $2,381-68.4% |
| Participant deferral / active EE | $1,254 | $4,656-73.1% | $5,565-77.5% | $3,470-63.8% |
| Admin fee / account holder | $576 | $9,282-93.8% | $7,540-92.4% | $4,887-88.2% |