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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 | $46,568 | $59,191-21.3% | $76,767-39.3% | $56,289-17.3% |
| Participation rate | 36.9% | 75.2%-38.3pp | 77.0%-40.1pp | 69.9%-33.0pp |
| Annual return | -6.04% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $750 | $1,759-57.4% | $2,485-69.8% | $2,111-64.5% |
| Participant deferral / active EE | $1,112 | $3,255-65.8% | $3,852-71.1% | $3,350-66.8% |
| Admin fee / account holder | $947 | $489+93.6% | $6,675-85.8% | $521+81.8% |