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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 | $46,373 | $81,870-43.4% | $119,622-61.2% | $68,486-32.3% |
| Participation rate | 41.7% | 71.9%-30.2pp | 79.3%-37.6pp | 67.9%-26.2pp |
| Annual return | -13.10% | -23.82%+10.7pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $753 | $2,692-72.0% | $4,232-82.2% | $2,597-71.0% |
| Participant deferral / active EE | $1,753 | $4,148-57.7% | $5,601-68.7% | $4,028-56.5% |
| Admin fee / account holder | $6,997 | $6,583+6.3% | $10,328-32.2% | $5,404+29.5% |