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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 | $39,414 | $73,019-46.0% | $90,766-56.6% | $68,490-42.5% |
| Participation rate | 36.8% | 70.8%-34.0pp | 75.7%-38.9pp | 67.9%-31.1pp |
| Annual return | -18.28% | -13.81%-4.5pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $532 | $2,193-75.7% | $2,922-81.8% | $2,597-79.5% |
| Participant deferral / active EE | $870 | $3,626-76.0% | $4,565-80.9% | $4,028-78.4% |
| Admin fee / account holder | $711 | $5,897-87.9% | $8,446-91.6% | $5,403-86.8% |