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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 | $38,579 | $58,587-34.2% | $83,322-53.7% | $64,173-39.9% |
| Participation rate | 37.0% | 72.0%-35.0pp | 77.8%-40.7pp | 69.6%-32.5pp |
| Annual return | -7.52% | 9.65%-17.2pp | 10.64%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,184 | $2,098-43.6% | $3,379-65.0% | $2,381-50.3% |
| Participant deferral / active EE | $1,789 | $4,654-61.6% | $5,565-67.8% | $3,470-48.4% |
| Admin fee / account holder | $513 | $9,279-94.5% | $7,540-93.2% | $4,887-89.5% |