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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 | $49,754 | $72,404-31.3% | $110,243-54.9% | $64,173-22.5% |
| Participation rate | 12.7% | 73.3%-60.7pp | 79.8%-67.1pp | 69.6%-56.9pp |
| Annual return | -7.09% | -6.29%-0.8pp | 314.76%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $557 | $2,282-75.6% | $3,827-85.5% | $2,381-76.6% |
| Participant deferral / active EE | $1,160 | $3,469-66.6% | $4,672-75.2% | $3,470-66.6% |
| Admin fee / account holder | $9,128 | $5,664+61.1% | $8,548+6.8% | $4,887+86.8% |