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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 | $31,135 | $59,819-48.0% | $79,583-60.9% | $68,490-54.5% |
| Participation rate | 36.5% | 61.1%-24.5pp | 69.5%-33.0pp | 67.9%-31.4pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $389 | $1,505-74.1% | $2,414-83.9% | $2,597-85.0% |
| Participant deferral / active EE | $1,082 | $3,025-64.2% | $3,986-72.8% | $4,028-73.1% |
| Admin fee / account holder | $912 | $4,835-81.1% | $6,835-86.7% | $5,403-83.1% |