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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 | $27,187 | $62,589-56.6% | $76,768-64.6% | $64,173-57.6% |
| Participation rate | 15.0% | 72.8%-57.8pp | 77.0%-62.0pp | 69.6%-54.6pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $620 | $1,832-66.1% | $2,485-75.0% | $2,381-73.9% |
| Participant deferral / active EE | $959 | $3,145-69.5% | $3,852-75.1% | $3,470-72.3% |
| Admin fee / account holder | $734 | $4,667-84.3% | $6,675-89.0% | $4,887-85.0% |