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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 | $30,617 | $62,586-51.1% | $76,766-60.1% | $64,181-52.3% |
| Participation rate | 44.0% | 72.8%-28.8pp | 77.0%-33.0pp | 69.6%-25.6pp |
| Annual return | -6.61% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $696 | $1,832-62.0% | $2,485-72.0% | $2,381-70.8% |
| Participant deferral / active EE | $1,317 | $3,145-58.1% | $3,851-65.8% | $3,470-62.0% |
| Admin fee / account holder | $574 | $4,667-87.7% | $6,675-91.4% | $4,887-88.3% |