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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 | $32,326 | $73,863-56.2% | $143,797-77.5% | $68,490-52.8% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.5pp | 67.9%-19.0pp |
| Annual return | -11.24% | 0.91%-12.2pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $528 | $3,185-83.4% | $4,952-89.3% | $2,597-79.7% |
| Participant deferral / active EE | $577 | $3,385-82.9% | $5,638-89.8% | $4,028-85.7% |
| Admin fee / account holder | $2,677 | $5,756-53.5% | $14,679-81.8% | $5,403-50.5% |