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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 | $46,770 | $50,947-8.2% | $74,551-37.3% | $64,173-27.1% |
| Participation rate | 31.9% | 61.1%-29.2pp | 69.1%-37.3pp | 69.6%-37.7pp |
| Annual return | -2.26% | -1.85%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $299 | $1,115-73.2% | $1,961-84.8% | $2,381-87.5% |
| Participant deferral / active EE | $640 | $2,302-72.2% | $3,108-79.4% | $3,470-81.5% |
| Admin fee / account holder | $324 | $4,221-92.3% | $5,059-93.6% | $4,887-93.4% |