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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 | $32,624 | $77,816-58.1% | $123,552-73.6% | $64,173-49.2% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -4.35% | 12.49%-16.8pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,276 | $3,014-57.7% | $4,628-72.4% | $2,381-46.4% |
| Participant deferral / active EE | $2,086 | $5,240-60.2% | $6,426-67.5% | $3,470-39.9% |
| Admin fee / account holder | $3,336 | $5,519-39.6% | $9,285-64.1% | $4,887-31.7% |