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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 | $22,615 | $50,947-55.6% | $74,551-69.7% | $64,173-64.8% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.1%-22.7pp | 69.6%-23.1pp |
| Annual return | -7.54% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $362 | $1,115-67.5% | $1,961-81.5% | $2,381-84.8% |
| Participant deferral / active EE | $851 | $2,302-63.0% | $3,108-72.6% | $3,470-75.5% |
| Admin fee / account holder | $865 | $4,221-79.5% | $5,059-82.9% | $4,887-82.3% |