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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 | $26,735 | $71,480-62.6% | $90,782-70.6% | $64,173-58.3% |
| Participation rate | 54.5% | 77.6%-23.0pp | 82.7%-28.1pp | 69.6%-15.0pp |
| Annual return | -2.05% | -4.25%+2.2pp | -3.42%+1.4pp | 7.63%-9.7pp |
| Employer contribution / active EE | $685 | $3,415-79.9% | $4,105-83.3% | $2,381-71.2% |
| Participant deferral / active EE | $1,100 | $4,302-74.4% | $5,366-79.5% | $3,470-68.3% |
| Admin fee / account holder | $3,697 | $6,309-41.4% | $5,908-37.4% | $4,887-24.4% |