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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 | $53,302 | $79,633-33.1% | $93,759-43.1% | $68,486-22.2% |
| Participation rate | 32.1% | 75.4%-43.2pp | 81.0%-48.8pp | 67.9%-35.8pp |
| Annual return | -18.07% | -0.10%-18.0pp | -11.33%-6.7pp | -7.85%-10.2pp |
| Employer contribution / active EE | $984 | $3,665-73.2% | $4,324-77.2% | $2,597-62.1% |
| Participant deferral / active EE | $1,046 | $5,158-79.7% | $6,096-82.8% | $4,028-74.0% |
| Admin fee / account holder | $361 | $6,871-94.7% | $7,197-95.0% | $5,404-93.3% |