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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 | $46,081 | $71,878-35.9% | $86,698-46.8% | $68,486-32.7% |
| Participation rate | 41.4% | 72.2%-30.9pp | 76.6%-35.2pp | 67.9%-26.5pp |
| Annual return | -15.43% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,580 | $2,173-27.3% | $2,837-44.3% | $2,597-39.2% |
| Participant deferral / active EE | $1,182 | $3,779-68.7% | $4,656-74.6% | $4,028-70.7% |
| Admin fee / account holder | $9,216 | $6,113+50.8% | $7,493+23.0% | $5,404+70.5% |