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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 | $40,663 | $77,817-47.7% | $123,553-67.1% | $64,173-36.6% |
| Participation rate | 51.7% | 74.7%-23.0pp | 82.3%-30.6pp | 69.6%-17.8pp |
| Annual return | -6.44% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,251 | $3,014-58.5% | $4,628-73.0% | $2,381-47.5% |
| Participant deferral / active EE | $1,828 | $5,240-65.1% | $6,426-71.5% | $3,470-47.3% |
| Admin fee / account holder | $877 | $5,519-84.1% | $9,284-90.6% | $4,887-82.1% |