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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 | $26,998 | $52,836-48.9% | $105,736-74.5% | $64,173-57.9% |
| Participation rate | 36.5% | 66.5%-30.0pp | 76.3%-39.8pp | 69.6%-33.0pp |
| Annual return | -6.04% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $649 | $1,827-64.5% | $3,268-80.1% | $2,381-72.7% |
| Participant deferral / active EE | $642 | $2,545-74.8% | $4,080-84.3% | $3,470-81.5% |
| Admin fee / account holder | $616 | $3,959-84.5% | $6,913-91.1% | $4,887-87.4% |