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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 | $36,261 | $73,839-50.9% | $143,788-74.8% | $68,495-47.1% |
| Participation rate | 35.0% | 66.7%-31.7pp | 80.3%-45.3pp | 67.9%-32.9pp |
| Annual return | -18.70% | 1.01%-19.7pp | -0.03%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $522 | $3,184-83.6% | $4,952-89.5% | $2,596-79.9% |
| Participant deferral / active EE | $673 | $3,384-80.1% | $5,638-88.1% | $4,028-83.3% |
| Admin fee / account holder | $3,311 | $5,755-42.5% | $14,675-77.4% | $5,403-38.7% |