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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 | $29,973 | $56,484-46.9% | $169,452-82.3% | $64,173-53.3% |
| Participation rate | 55.6% | 64.5%-9.0pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -5.97% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $563 | $1,832-69.3% | $4,157-86.5% | $2,381-76.4% |
| Participant deferral / active EE | $1,005 | $3,448-70.8% | $5,277-81.0% | $3,470-71.0% |
| Admin fee / account holder | $2,927 | $4,174-29.9% | $9,110-67.9% | $4,887-40.1% |