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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 | $32,545 | $64,138-49.3% | $112,258-71.0% | $66,930-51.4% |
| Participation rate | 39.8% | 68.5%-28.6pp | 75.1%-35.2pp | 69.8%-30.0pp |
| Annual return | -9.02% | -13.81%+4.8pp | 27.47%-36.5pp | 1.57%-10.6pp |
| Employer contribution / active EE | $1,118 | $3,006-62.8% | $3,636-69.3% | $2,545-56.1% |
| Participant deferral / active EE | $1,582 | $3,694-57.2% | $4,728-66.5% | $4,238-62.7% |
| Admin fee / account holder | $4,108 | $625+556.9% | $6,411-35.9% | $593+592.3% |