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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 | $34,032 | $73,863-53.9% | $143,797-76.3% | $68,490-50.3% |
| Participation rate | 39.5% | 66.7%-27.1pp | 80.3%-40.8pp | 67.9%-28.4pp |
| Annual return | -15.47% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $765 | $3,185-76.0% | $4,952-84.6% | $2,597-70.5% |
| Participant deferral / active EE | $827 | $3,385-75.6% | $5,638-85.3% | $4,028-79.5% |
| Admin fee / account holder | $2,738 | $5,756-52.4% | $14,679-81.3% | $5,403-49.3% |