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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 | $29,097 | $73,863-60.6% | $143,797-79.8% | $68,490-57.5% |
| Participation rate | 60.9% | 66.7%-5.7pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -12.08% | 0.91%-13.0pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,366 | $3,185-57.1% | $4,952-72.4% | $2,597-47.4% |
| Participant deferral / active EE | $558 | $3,385-83.5% | $5,638-90.1% | $4,028-86.2% |
| Admin fee / account holder | $2,866 | $5,756-50.2% | $14,679-80.5% | $5,403-47.0% |