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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 | $20,284 | $76,401-73.5% | $106,387-80.9% | $64,173-68.4% |
| Participation rate | 43.6% | 73.5%-29.9pp | 77.5%-33.9pp | 69.6%-26.0pp |
| Annual return | -4.40% | -2.19%-2.2pp | 0.25%-4.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,366 | $2,680-49.0% | $3,520-61.2% | $2,381-42.6% |
| Participant deferral / active EE | $1,432 | $4,274-66.5% | $5,421-73.6% | $3,470-58.7% |
| Admin fee / account holder | $8,686 | $4,610+88.4% | $7,510+15.7% | $4,887+77.7% |