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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 | $42,742 | $50,947-16.1% | $74,551-42.7% | $64,173-33.4% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -4.93% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $419 | $1,115-62.5% | $1,961-78.6% | $2,381-82.4% |
| Participant deferral / active EE | $980 | $2,302-57.4% | $3,108-68.5% | $3,470-71.8% |
| Admin fee / account holder | $482 | $4,221-88.6% | $5,059-90.5% | $4,887-90.1% |