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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 | $24,838 | $77,816-68.1% | $123,552-79.9% | $64,173-61.3% |
| Participation rate | 44.7% | 74.7%-30.0pp | 82.3%-37.6pp | 69.6%-24.8pp |
| Annual return | -7.54% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,023 | $3,014-66.1% | $4,628-77.9% | $2,381-57.0% |
| Participant deferral / active EE | $1,124 | $5,240-78.6% | $6,426-82.5% | $3,470-67.6% |
| Admin fee / account holder | $5,122 | $5,519-7.2% | $9,285-44.8% | $4,887+4.8% |