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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 | $32,945 | $50,958-35.3% | $74,552-55.8% | $64,181-48.7% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.1%-24.7pp | 69.6%-25.1pp |
| Annual return | -4.70% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $538 | $1,115-51.7% | $1,961-72.6% | $2,381-77.4% |
| Participant deferral / active EE | $659 | $2,301-71.4% | $3,108-78.8% | $3,470-81.0% |
| Admin fee / account holder | $1,278 | $4,223-69.7% | $5,060-74.7% | $4,887-73.9% |