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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 | $31,823 | $71,878-55.7% | $86,698-63.3% | $68,486-53.5% |
| Participation rate | 60.9% | 72.2%-11.4pp | 76.6%-15.7pp | 67.9%-7.0pp |
| Annual return | -16.40% | 3.53%-19.9pp | 35.95%-52.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,004 | $2,173-53.8% | $2,837-64.6% | $2,597-61.3% |
| Participant deferral / active EE | $1,431 | $3,779-62.1% | $4,656-69.3% | $4,028-64.5% |
| Admin fee / account holder | $7,563 | $6,113+23.7% | $7,493+0.9% | $5,404+40.0% |