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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 | $27,780 | $79,633-65.1% | $93,759-70.4% | $68,495-59.4% |
| Participation rate | 48.8% | 75.4%-26.6pp | 81.0%-32.2pp | 67.9%-19.1pp |
| Annual return | -4.85% | -0.10%-4.8pp | -11.33%+6.5pp | -7.84%+3.0pp |
| Employer contribution / active EE | $3,444 | $3,665-6.0% | $4,324-20.3% | $2,596+32.7% |
| Participant deferral / active EE | $1,610 | $5,158-68.8% | $6,096-73.6% | $4,028-60.0% |
| Admin fee / account holder | $9,531 | $6,871+38.7% | $7,197+32.4% | $5,403+76.4% |