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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 | $33,080 | $57,350-42.3% | $83,850-60.5% | $64,181-48.5% |
| Participation rate | 43.2% | 68.6%-25.4pp | 76.1%-32.9pp | 69.6%-26.3pp |
| Annual return | -5.35% | 11.38%-16.7pp | 850.92%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $781 | $2,545-69.3% | $3,631-78.5% | $2,381-67.2% |
| Participant deferral / active EE | $951 | $2,993-68.2% | $4,082-76.7% | $3,470-72.6% |
| Admin fee / account holder | $451 | $4,046-88.9% | $5,478-91.8% | $4,887-90.8% |