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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 | $27,169 | $71,878-62.2% | $86,698-68.7% | $68,486-60.3% |
| Participation rate | 38.9% | 72.2%-33.4pp | 76.6%-37.7pp | 67.9%-29.0pp |
| Annual return | -16.76% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $979 | $2,173-55.0% | $2,837-65.5% | $2,597-62.3% |
| Participant deferral / active EE | $1,533 | $3,779-59.4% | $4,656-67.1% | $4,028-61.9% |
| Admin fee / account holder | $1,138 | $6,113-81.4% | $7,493-84.8% | $5,404-78.9% |