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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 | $38,413 | $77,816-50.6% | $123,552-68.9% | $64,173-40.1% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -5.80% | 12.49%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,079 | $3,014-64.2% | $4,628-76.7% | $2,381-54.7% |
| Participant deferral / active EE | $1,751 | $5,240-66.6% | $6,426-72.8% | $3,470-49.5% |
| Admin fee / account holder | $4,594 | $5,519-16.8% | $9,285-50.5% | $4,887-6.0% |