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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 | $52,985 | $53,162-0.3% | $91,227-41.9% | $68,490-22.6% |
| Participation rate | 28.4% | 63.2%-34.8pp | 73.2%-44.8pp | 67.9%-39.5pp |
| Annual return | -10.84% | -3.14%-7.7pp | 114.14%-125.0pp | -7.85%-3.0pp |
| Employer contribution / active EE | $560 | $1,709-67.2% | $2,851-80.4% | $2,597-78.4% |
| Participant deferral / active EE | $808 | $2,974-72.8% | $4,234-80.9% | $4,028-79.9% |
| Admin fee / account holder | $4,413 | $4,493-1.8% | $5,423-18.6% | $5,403-18.3% |