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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 | $47,706 | $73,009-34.7% | $90,756-47.4% | $68,495-30.4% |
| Participation rate | 34.6% | 70.8%-36.2pp | 75.7%-41.1pp | 67.9%-33.3pp |
| Annual return | -15.72% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $748 | $2,193-65.9% | $2,922-74.4% | $2,596-71.2% |
| Participant deferral / active EE | $1,086 | $3,626-70.0% | $4,565-76.2% | $4,028-73.0% |
| Admin fee / account holder | $881 | $5,896-85.1% | $8,445-89.6% | $5,403-83.7% |