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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 | $28,130 | $62,586-55.1% | $76,766-63.4% | $64,181-56.2% |
| Participation rate | 43.1% | 72.8%-29.7pp | 77.0%-33.8pp | 69.6%-26.4pp |
| Annual return | -7.20% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $433 | $1,832-76.3% | $2,485-82.6% | $2,381-81.8% |
| Participant deferral / active EE | $1,263 | $3,145-59.8% | $3,851-67.2% | $3,470-63.6% |
| Admin fee / account holder | $5,036 | $4,667+7.9% | $6,675-24.6% | $4,887+3.0% |