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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 | $36,198 | $62,583-42.2% | $76,767-52.8% | $64,173-43.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -6.30% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $532 | $1,832-70.9% | $2,485-78.6% | $2,381-77.6% |
| Participant deferral / active EE | $1,222 | $3,145-61.2% | $3,852-68.3% | $3,470-64.8% |
| Admin fee / account holder | $3,813 | $4,667-18.3% | $6,675-42.9% | $4,887-22.0% |