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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 | $25,164 | $71,872-65.0% | $86,691-71.0% | $68,495-63.3% |
| Participation rate | 30.0% | 72.2%-42.2pp | 76.6%-46.6pp | 67.9%-37.9pp |
| Annual return | -15.17% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $629 | $2,173-71.0% | $2,837-77.8% | $2,596-75.8% |
| Participant deferral / active EE | $1,102 | $3,779-70.8% | $4,656-76.3% | $4,028-72.6% |
| Admin fee / account holder | $1,546 | $6,112-74.7% | $7,492-79.4% | $5,403-71.4% |