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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 | $37,952 | $110,083-65.5% | $151,639-75.0% | $68,486-44.6% |
| Participation rate | 29.1% | 84.0%-54.9pp | 87.5%-58.4pp | 67.9%-38.8pp |
| Annual return | -17.53% | -10.12%-7.4pp | 3.34%-20.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,394 | $4,470-68.8% | $6,165-77.4% | $2,597-46.3% |
| Participant deferral / active EE | $2,549 | $6,526-60.9% | $8,363-69.5% | $4,028-36.7% |
| Admin fee / account holder | $680 | $7,718-91.2% | $11,613-94.1% | $5,404-87.4% |