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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 | $36,393 | $42,548-14.5% | $74,551-51.2% | $56,289-35.3% |
| Participation rate | 41.7% | 60.5%-18.7pp | 69.1%-27.4pp | 69.9%-28.1pp |
| Annual return | -6.90% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $784 | $855-8.4% | $1,961-60.0% | $2,111-62.9% |
| Participant deferral / active EE | $1,104 | $2,277-51.5% | $3,108-64.5% | $3,350-67.0% |
| Admin fee / account holder | $2,325 | $467+397.8% | $5,059-54.0% | $521+346.3% |