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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 | $32,128 | $62,589-48.7% | $76,768-58.1% | $64,173-49.9% |
| Participation rate | 29.2% | 72.8%-43.7pp | 77.0%-47.8pp | 69.6%-40.4pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $418 | $1,832-77.2% | $2,485-83.2% | $2,381-82.4% |
| Participant deferral / active EE | $1,029 | $3,145-67.3% | $3,852-73.3% | $3,470-70.3% |
| Admin fee / account holder | $1,201 | $4,667-74.3% | $6,675-82.0% | $4,887-75.4% |