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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 | $31,678 | $61,660-48.6% | $80,022-60.4% | $64,173-50.6% |
| Participation rate | 19.7% | 71.7%-52.0pp | 75.8%-56.2pp | 69.6%-49.9pp |
| Annual return | -7.29% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $559 | $1,810-69.1% | $2,468-77.3% | $2,381-76.5% |
| Participant deferral / active EE | $953 | $2,968-67.9% | $3,686-74.1% | $3,470-72.5% |
| Admin fee / account holder | $3,537 | $5,417-34.7% | $6,521-45.8% | $4,887-27.6% |