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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 | $27,855 | $71,878-61.2% | $86,698-67.9% | $68,486-59.3% |
| Participation rate | 67.1% | 72.2%-5.2pp | 76.6%-9.5pp | 67.9%-0.8pp |
| Annual return | -18.68% | 3.53%-22.2pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,479 | $2,173-31.9% | $2,837-47.9% | $2,597-43.0% |
| Participant deferral / active EE | $1,223 | $3,779-67.6% | $4,656-73.7% | $4,028-69.6% |
| Admin fee / account holder | $2,412 | $6,113-60.5% | $7,493-67.8% | $5,404-55.4% |