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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 | $44,291 | $73,009-39.3% | $90,760-51.2% | $68,486-35.3% |
| Participation rate | 61.3% | 70.8%-9.5pp | 75.7%-14.4pp | 67.9%-6.6pp |
| Annual return | -18.30% | -13.81%-4.5pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $609 | $2,193-72.2% | $2,922-79.2% | $2,597-76.5% |
| Participant deferral / active EE | $1,314 | $3,626-63.8% | $4,565-71.2% | $4,028-67.4% |
| Admin fee / account holder | $8,659 | $5,896+46.9% | $8,444+2.5% | $5,404+60.2% |