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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 | $38,498 | $61,660-37.6% | $80,022-51.9% | $64,173-40.0% |
| Participation rate | 38.6% | 71.7%-33.1pp | 75.8%-37.2pp | 69.6%-30.9pp |
| Annual return | -5.09% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $464 | $1,810-74.4% | $2,468-81.2% | $2,381-80.5% |
| Participant deferral / active EE | $685 | $2,968-76.9% | $3,686-81.4% | $3,470-80.3% |
| Admin fee / account holder | $1,070 | $5,417-80.2% | $6,521-83.6% | $4,887-78.1% |