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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 | $44,098 | $50,947-13.4% | $74,549-40.8% | $64,173-31.3% |
| Participation rate | 25.3% | 61.1%-35.7pp | 69.1%-43.8pp | 69.6%-44.2pp |
| Annual return | -7.54% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $428 | $1,115-61.7% | $1,961-78.2% | $2,381-82.0% |
| Participant deferral / active EE | $966 | $2,302-58.0% | $3,108-68.9% | $3,470-72.2% |
| Admin fee / account holder | $17,762 | $4,221+320.8% | $5,059+251.1% | $4,887+263.4% |