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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 | $72,867 | $50,947+43.0% | $74,551-2.3% | $64,173+13.5% |
| Participation rate | 45.9% | 61.1%-15.1pp | 69.1%-23.2pp | 69.6%-23.6pp |
| Annual return | -4.33% | -1.85%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $574 | $1,115-48.5% | $1,961-70.7% | $2,381-75.9% |
| Participant deferral / active EE | $927 | $2,302-59.7% | $3,108-70.2% | $3,470-73.3% |
| Admin fee / account holder | $4,061 | $4,221-3.8% | $5,059-19.7% | $4,887-16.9% |