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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 | $45,630 | $49,280-7.4% | $67,313-32.2% | $64,173-28.9% |
| Participation rate | 16.3% | 60.8%-44.5pp | 69.1%-52.8pp | 69.6%-53.2pp |
| Annual return | -7.92% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $346 | $1,668-79.2% | $2,566-86.5% | $2,381-85.5% |
| Participant deferral / active EE | $684 | $2,484-72.5% | $3,568-80.8% | $3,470-80.3% |
| Admin fee / account holder | $3,437 | $3,863-11.0% | $4,507-23.7% | $4,887-29.7% |