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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 | $33,186 | $59,834-44.5% | $79,576-58.3% | $68,495-51.5% |
| Participation rate | 41.9% | 61.1%-19.2pp | 69.5%-27.6pp | 67.9%-26.0pp |
| Annual return | -17.08% | -12.30%-4.8pp | 0.15%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $330 | $1,505-78.1% | $2,413-86.3% | $2,596-87.3% |
| Participant deferral / active EE | $626 | $3,024-79.3% | $3,985-84.3% | $4,028-84.5% |
| Admin fee / account holder | $1,810 | $4,835-62.6% | $6,834-73.5% | $5,403-66.5% |