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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 | $31,792 | $65,437-51.4% | $86,698-63.3% | $66,949-52.5% |
| Participation rate | 46.1% | 75.5%-29.4pp | 76.6%-30.5pp | 69.8%-23.7pp |
| Annual return | -14.33% | -10.91%-3.4pp | 35.96%-50.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $886 | $2,154-58.9% | $2,837-68.8% | $2,545-65.2% |
| Participant deferral / active EE | $1,465 | $4,102-64.3% | $4,656-68.5% | $4,239-65.4% |
| Admin fee / account holder | $4,282 | $642+567.2% | $7,492-42.9% | $594+621.3% |