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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 | $33,487 | $58,577-42.8% | $83,323-59.8% | $64,181-47.8% |
| Participation rate | 60.6% | 72.0%-11.5pp | 77.8%-17.2pp | 69.6%-9.0pp |
| Annual return | -5.17% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $647 | $2,098-69.2% | $3,379-80.8% | $2,381-72.8% |
| Participant deferral / active EE | $1,686 | $4,654-63.8% | $5,565-69.7% | $3,470-51.4% |
| Admin fee / account holder | $5,921 | $9,275-36.2% | $7,539-21.5% | $4,887+21.2% |