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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 | $42,644 | $110,083-61.3% | $151,645-71.9% | $68,490-37.7% |
| Participation rate | 65.6% | 84.0%-18.3pp | 87.5%-21.9pp | 67.9%-2.3pp |
| Annual return | -14.83% | -10.12%-4.7pp | 3.34%-18.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,874 | $4,470-58.1% | $6,165-69.6% | $2,597-27.8% |
| Participant deferral / active EE | $2,756 | $6,526-57.8% | $8,363-67.0% | $4,028-31.6% |
| Admin fee / account holder | $2,609 | $7,718-66.2% | $11,614-77.5% | $5,403-51.7% |