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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 | $48,221 | $73,848-34.7% | $143,799-66.5% | $68,486-29.6% |
| Participation rate | 24.1% | 66.7%-42.5pp | 80.3%-56.2pp | 67.9%-43.8pp |
| Annual return | -13.52% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $972 | $3,184-69.5% | $4,952-80.4% | $2,597-62.6% |
| Participant deferral / active EE | $861 | $3,385-74.5% | $5,638-84.7% | $4,028-78.6% |
| Admin fee / account holder | $6,944 | $5,755+20.7% | $14,677-52.7% | $5,404+28.5% |