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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 | $37,101 | $62,583-40.7% | $76,767-51.7% | $64,173-42.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -4.76% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $526 | $1,832-71.3% | $2,485-78.8% | $2,381-77.9% |
| Participant deferral / active EE | $915 | $3,145-70.9% | $3,852-76.2% | $3,470-73.6% |
| Admin fee / account holder | $1,999 | $4,667-57.2% | $6,675-70.1% | $4,887-59.1% |