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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 | $55,410 | $73,009-24.1% | $90,760-38.9% | $68,486-19.1% |
| Participation rate | 48.1% | 70.8%-22.7pp | 75.7%-27.5pp | 67.9%-19.7pp |
| Annual return | -16.99% | -13.81%-3.2pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,013 | $2,193-53.8% | $2,922-65.3% | $2,597-61.0% |
| Participant deferral / active EE | $1,440 | $3,626-60.3% | $4,565-68.5% | $4,028-64.2% |
| Admin fee / account holder | $3,291 | $5,896-44.2% | $8,444-61.0% | $5,404-39.1% |