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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 | $38,037 | $50,947-25.3% | $74,551-49.0% | $64,173-40.7% |
| Participation rate | 65.1% | 61.1%+4.0pp | 69.1%-4.1pp | 69.6%-4.5pp |
| Annual return | -6.32% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $719 | $1,115-35.5% | $1,961-63.3% | $2,381-69.8% |
| Participant deferral / active EE | $953 | $2,302-58.6% | $3,108-69.3% | $3,470-72.5% |
| Admin fee / account holder | $1,426 | $4,221-66.2% | $5,059-71.8% | $4,887-70.8% |