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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 | $48,865 | $73,009-33.1% | $90,756-46.2% | $68,495-28.7% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -13.14% | -13.81%+0.7pp | -12.16%-1.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $524 | $2,193-76.1% | $2,922-82.1% | $2,596-79.8% |
| Participant deferral / active EE | $1,230 | $3,626-66.1% | $4,565-73.1% | $4,028-69.5% |
| Admin fee / account holder | $3,959 | $5,896-32.9% | $8,445-53.1% | $5,403-26.7% |