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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 | $43,905 | $64,706-32.1% | $112,244-60.9% | $68,498-35.9% |
| Participation rate | 29.0% | 67.1%-38.2pp | 75.1%-46.1pp | 67.9%-38.9pp |
| Annual return | -16.51% | -11.40%-5.1pp | 27.46%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $690 | $2,746-74.9% | $3,635-81.0% | $2,596-73.4% |
| Participant deferral / active EE | $1,399 | $3,565-60.8% | $4,728-70.4% | $4,027-65.3% |
| Admin fee / account holder | $1,303 | $5,231-75.1% | $6,411-79.7% | $5,403-75.9% |