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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 | $37,394 | $69,012-45.8% | $160,009-76.6% | $68,486-45.4% |
| Participation rate | 32.5% | 65.4%-32.9pp | 78.0%-45.5pp | 67.9%-35.4pp |
| Annual return | -17.65% | -9.65%-8.0pp | 408.85%-426.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $596 | $2,212-73.1% | $4,225-85.9% | $2,597-77.0% |
| Participant deferral / active EE | $1,370 | $4,212-67.5% | $6,183-77.8% | $4,028-66.0% |
| Admin fee / account holder | $758 | $4,798-84.2% | $8,715-91.3% | $5,404-86.0% |