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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 | $25,879 | $71,878-64.0% | $86,698-70.2% | $68,486-62.2% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -12.16% | 3.53%-15.7pp | 35.95%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $913 | $2,173-58.0% | $2,837-67.8% | $2,597-64.8% |
| Participant deferral / active EE | $1,647 | $3,779-56.4% | $4,656-64.6% | $4,028-59.1% |
| Admin fee / account holder | $3,761 | $6,113-38.5% | $7,493-49.8% | $5,404-30.4% |