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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 | $34,024 | $50,947-33.2% | $74,551-54.4% | $64,173-47.0% |
| Participation rate | 25.8% | 61.1%-35.3pp | 69.1%-43.3pp | 69.6%-43.8pp |
| Annual return | -6.60% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $397 | $1,115-64.4% | $1,961-79.8% | $2,381-83.3% |
| Participant deferral / active EE | $662 | $2,302-71.2% | $3,108-78.7% | $3,470-80.9% |
| Admin fee / account holder | $1,942 | $4,221-54.0% | $5,059-61.6% | $4,887-60.3% |