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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 | $32,066 | $59,819-46.4% | $79,583-59.7% | $68,490-53.2% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.5%-11.4pp | 67.9%-9.8pp |
| Annual return | -17.25% | -12.30%-5.0pp | 0.16%-17.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $420 | $1,505-72.1% | $2,414-82.6% | $2,597-83.8% |
| Participant deferral / active EE | $1,004 | $3,025-66.8% | $3,986-74.8% | $4,028-75.1% |
| Admin fee / account holder | $3,053 | $4,835-36.9% | $6,835-55.3% | $5,403-43.5% |