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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 | $30,480 | $46,697-34.7% | $117,533-74.1% | $68,486-55.5% |
| Participation rate | 47.6% | 56.8%-9.2pp | 70.6%-23.0pp | 67.9%-20.3pp |
| Annual return | -17.83% | -14.52%-3.3pp | 29.77%-47.6pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,910 | $1,506+159.7% | $4,179-6.4% | $2,597+50.6% |
| Participant deferral / active EE | $760 | $2,637-71.2% | $4,072-81.3% | $4,028-81.1% |
| Admin fee / account holder | $15,748 | $4,023+291.5% | $5,647+178.9% | $5,404+191.4% |