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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 | $37,967 | $73,019-48.0% | $90,766-58.2% | $68,490-44.6% |
| Participation rate | 26.7% | 70.8%-44.2pp | 75.7%-49.0pp | 67.9%-41.2pp |
| Annual return | 4.94% | -13.81%+18.7pp | -12.16%+17.1pp | -7.85%+12.8pp |
| Employer contribution / active EE | $812 | $2,193-63.0% | $2,922-72.2% | $2,597-68.7% |
| Participant deferral / active EE | $1,324 | $3,626-63.5% | $4,565-71.0% | $4,028-67.1% |
| Admin fee / account holder | $1,176 | $5,897-80.1% | $8,446-86.1% | $5,403-78.2% |