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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 | $38,645 | $77,817-50.3% | $123,553-68.7% | $64,173-39.8% |
| Participation rate | 29.5% | 74.7%-45.2pp | 82.3%-52.7pp | 69.6%-40.0pp |
| Annual return | -7.47% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $876 | $3,014-70.9% | $4,628-81.1% | $2,381-63.2% |
| Participant deferral / active EE | $1,460 | $5,240-72.1% | $6,426-77.3% | $3,470-57.9% |
| Admin fee / account holder | $726 | $5,519-86.8% | $9,284-92.2% | $4,887-85.1% |