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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 | $25,923 | $77,817-66.7% | $123,553-79.0% | $64,173-59.6% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.5pp |
| Annual return | -6.58% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,194 | $3,014-60.4% | $4,628-74.2% | $2,381-49.9% |
| Participant deferral / active EE | $1,968 | $5,240-62.4% | $6,426-69.4% | $3,470-43.3% |
| Admin fee / account holder | $2,369 | $5,519-57.1% | $9,284-74.5% | $4,887-51.5% |