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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 | $29,681 | $50,947-41.7% | $74,549-60.2% | $64,173-53.7% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | -7.79% | -1.85%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $662 | $1,115-40.6% | $1,961-66.2% | $2,381-72.2% |
| Participant deferral / active EE | $957 | $2,302-58.4% | $3,108-69.2% | $3,470-72.4% |
| Admin fee / account holder | $955 | $4,221-77.4% | $5,059-81.1% | $4,887-80.5% |