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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 | $63,561 | $43,730+45.3% | $121,220-47.6% | $64,173-1.0% |
| Participation rate | 25.0% | 58.3%-33.3pp | 71.8%-46.8pp | 69.6%-44.6pp |
| Annual return | -6.09% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,353 | $1,297+4.3% | $4,023-66.4% | $2,381-43.2% |
| Participant deferral / active EE | $135 | $2,281-94.1% | $3,345-96.0% | $3,470-96.1% |
| Admin fee / account holder | $350 | $3,502-90.0% | $5,021-93.0% | $4,887-92.8% |