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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 | $38,209 | $73,009-47.7% | $90,756-57.9% | $68,495-44.2% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -14.86% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $982 | $2,193-55.2% | $2,922-66.4% | $2,596-62.2% |
| Participant deferral / active EE | $1,565 | $3,626-56.9% | $4,565-65.7% | $4,028-61.2% |
| Admin fee / account holder | $1,547 | $5,896-73.8% | $8,445-81.7% | $5,403-71.4% |