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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 | $45,771 | $42,910+6.7% | $60,919-24.9% | $68,490-33.2% |
| Participation rate | 24.3% | 66.8%-42.5pp | 73.1%-48.8pp | 67.9%-43.6pp |
| Annual return | -16.33% | -13.99%-2.3pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $483 | $1,978-75.6% | $2,704-82.1% | $2,597-81.4% |
| Participant deferral / active EE | $707 | $2,866-75.3% | $3,814-81.5% | $4,028-82.5% |
| Admin fee / account holder | $3,361 | $3,104+8.3% | $3,228+4.1% | $5,403-37.8% |