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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 | $46,605 | $46,697-0.2% | $117,529-60.3% | $68,490-32.0% |
| Participation rate | 26.9% | 56.8%-29.9pp | 70.6%-43.7pp | 67.9%-41.0pp |
| Annual return | -13.81% | -14.52%+0.7pp | 29.77%-43.6pp | -7.85%-6.0pp |
| Employer contribution / active EE | $300 | $1,506-80.0% | $4,179-92.8% | $2,597-88.4% |
| Participant deferral / active EE | $679 | $2,637-74.3% | $4,072-83.3% | $4,028-83.2% |
| Admin fee / account holder | $5,974 | $4,023+48.5% | $5,645+5.8% | $5,403+10.6% |