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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 | $37,762 | $62,586-39.7% | $76,766-50.8% | $64,181-41.2% |
| Participation rate | 41.3% | 72.8%-31.6pp | 77.0%-35.7pp | 69.6%-28.3pp |
| Annual return | -5.26% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $657 | $1,832-64.1% | $2,485-73.6% | $2,381-72.4% |
| Participant deferral / active EE | $1,104 | $3,145-64.9% | $3,851-71.3% | $3,470-68.2% |
| Admin fee / account holder | $1,949 | $4,667-58.2% | $6,675-70.8% | $4,887-60.1% |