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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 | $43,686 | $62,586-30.2% | $76,766-43.1% | $64,181-31.9% |
| Participation rate | 43.0% | 72.8%-29.8pp | 77.0%-34.0pp | 69.6%-26.6pp |
| Annual return | 7.06% | -1.95%+9.0pp | 2.43%+4.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $682 | $1,832-62.8% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $1,097 | $3,145-65.1% | $3,851-71.5% | $3,470-68.4% |
| Admin fee / account holder | $8,560 | $4,667+83.4% | $6,675+28.2% | $4,887+75.1% |