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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 | $48,730 | $45,872+6.2% | $77,096-36.8% | $68,486-28.8% |
| Participation rate | 35.1% | 55.9%-20.9pp | 67.9%-32.9pp | 67.9%-32.8pp |
| Annual return | -15.83% | 1.73%-17.6pp | 42.35%-58.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,022 | $1,650-38.1% | $2,814-63.7% | $2,597-60.6% |
| Participant deferral / active EE | $568 | $2,963-80.8% | $4,429-87.2% | $4,028-85.9% |
| Admin fee / account holder | $3,016 | $3,041-0.8% | $5,428-44.4% | $5,404-44.2% |